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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-11-03 |
| IL | RA | APPROVED | 2022-01-26 |
| TX | RA | APPROVED_RES | 2022-01-21 |
Branch Locations
2555 Meridian Blvd Ste 260, Franklin, TN 37067-6363 • United States
37 S Main St, Harrisburg, IL 62946-1637 • United States
700 E Deyoung St, Marion, IL 62959-3331 • United States
Harrisburg, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Legence Bank | Eldorado | IL | 08/2005 | 01/2022 |
| Saline County Industrial Development Company | Harrisburg | IL | 03/2007 | 01/2022 |
| Tison Financial Group Llc | Harrisburg | IL | 09/2007 | 01/2022 |
| Harrisburg High School | Harrisburg | IL | 09/2011 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Harrisburg | IL | 02/2015 | 01/2022 |
| Ameriprise Financial Services, Llc | Harrisburg | IL | 01/2022 | Present |
Business Ownership; Tison Financial Group; manage 2 office buildings leased to Ameririse branch of Align Wealth Management; property rental; 37 South Main Street, , Harrisburg, IL, 62946; Investment-Related; 01/24/2022; 1 to 9 hours per month; 0 during trading hours / Rainmaker Corporation; Co-owner; Manage Ameriprise Business; 2708 New Hartford Rd, , Owensboro, KY, 42303; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours / Tison Property Management; Help develop residential rentals business; residential rental; 314 Country Club Lane, , Harrisburg, IL, 62946; Investment-Related; 01/24/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; SI Now; Treasurer; 1239 E. Main Street, , Carbondale, IL, 62901; Not Investment-Related; 08/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Fowler Bonan Foundation; board member; 445 N. Commercial St, , Harrisburg, IL, 62946; Not Investment-Related; 01/24/2022; 1 to 9 hours per month; 0 during trading hours / Kemmerer Village; Board member; 941 N. 2500 East Rd., , Assumption, IL, 62510; Investment-Related; 01/24/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Southern Illinois Healthcare; Vice Chair; 1239 E. Main Street, , Carbondale, IL, 62901; Not Investment-Related; 01/24/2022; 1 to 9 hours per month; 1 to 9 during trading hours / The Lincon Academy of Illinois; Trustee; PO Box 8337, , Champaign, IL, 61826; Not Investment-Related; 04/10/2026; 1 to 9 hours per month; 0 during trading hours / Saline Co Industrial Development Company; Treasurer (non signatory); 314 Country Club Lane, , Harrisburg, IL, 62946; Not Investment-Related; 01/24/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Rainmaker Corporation; Co-owner; Manage advisory business; 2708 New Hartford Rd, , Owensboro, KY, 42303; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Southern Illinois Community Foundaton; I am a finance committee meeting and we develop the budget, review financial statements, review fund statements and discuss and approve investments. I do recuse myself from and investment approval.; 1800 W. Boulevard, ste D, , Marion, IL, 62959; Investment-Related; 01/24/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-01 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-16 |
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