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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2017-01-24 |
| TX | RA | APPROVED_RES | 2016-10-25 |
| KS | RA | APPROVED | 2016-10-21 |
Branch Locations
10500 E Berkeley Square Pkwy Ste 240, Wichita, KS 67206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Encompass Financial | Andover | KS | 05/2007 | 10/2016 |
| Independent Financial Group | San Diego | CA | 08/2010 | 10/2016 |
| Ameriprise Financial Services, Llc | Wichita | KS | 10/2016 | Present |
Real Estate Ownership; Single Family; 234 N LAKESIDE DRIVE, , ANDOVER, KS, 67002; Investment-Related; 06/18/2020 / Single Family; 14300 E LAKEVIEW DRIVE, , WICHITA, KS, 67230; Not Investment-Related; 08/06/2026. Independent Insurance Brokering; Mass Mutual; 10/01/1994; Whole Life, Universal Life. Business Ownership; Andover Financial Services; ; Andover Financial Services LLC is a legal entity established to pay staff, hold my health insurance and manage my Ameriprise practice.; 336 S. Fairway Cir, ,; Not Investment-Related; 10/21/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-01-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-15 |
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