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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2023-11-10 |
| TX | RA | APPROVED | 2023-08-29 |
| MI | RA | APPROVED | 2010-06-25 |
Branch Locations
2603 Niles Ave Ste B, Saint Joseph, MI 49085 • United States
300 E 90Th Dr, Merrillville, IN 46410 • United States
Berrien Springs, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Berrien Springs | MI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Saint Joseph | MI | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 6131-6133 Hipps HollowEau Claire, MI 49111, ,; ; 06/01/1997 / Commercial; 8980 U.S. 31Berrien Springs, MI 49103, ,; ; 01/01/2006 / Commercial; 2603 Niles Avenue, , St. Joseph, MI, 49085; Not Investment-Related; 01/01/2020. Business Ownership; Everett Properties, LLC; Landlord; Property Management; 2603 Niles Avenue, Suite B, , St. Joseph, MI, 49085; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / SB Property, LLC; Co-owner; Real Estate; 5585 Tallant Road, , Ooltewah, TN, 37363; Investment-Related; 04/11/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Horizon Health Services; Board Member; 4954 Shoreline CircleSanford, FL 32771, ,; ; 01/01/1995; 1 to 9 hours per month; / Crezco Foundation, Inc.; Treasurer; 21917 Academy Lane, , Hagerstown, MD, 21740; Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TI Collective, LLC; Chief Financial Officer; Manage advisory business; 2603 Niles Avenue, Suite B, Saint Joseph, MI, 49085; Investment-Related; 02/24/2026; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-08-03 |
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