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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-26 |
| IL | RA | APPROVED | 2020-03-11 |
| IN | RA | APPROVED | 2019-09-23 |
Branch Locations
6435 Main St Ste 160, Woodridge, IL 60517 • United States
Valparaiso, IN • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Merrillville | IN | 10/2010 | 09/2019 |
| Bank Of America,N.A. | Merrillville | IN | 06/2011 | 09/2019 |
| Ameriprise Financial Services Inc | Valparaiso | IN | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Woodridge | IL | 03/2020 | Present |
Board of Directors; City of Valparaiso Utility Board; Board Member; 205 Billings St, , Valparaiso, IN, 46383; Not Investment-Related; 07/11/2023; 1 to 9 hours per month; 0 during trading hours / Valparaiso 21st Century School Building Corporation; Member-Board of directors; 3893 E. Lincolnway, Suite 210, Valparaiso, IN, 46385; Not Investment-Related; 05/15/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; GJC Legacy and Associates; This is my role as an AFA working for franchise advisor Gabriel Chavez at Northstar Wealth Group at Ameriprise. GJC Legacy and Assoc, Inc is the entity that pays my compensation; Manage advisory business; 6435 Main St, , Woodridge, IL, 60517; Investment-Related; 09/24/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-11-22 |
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