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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED | 2024-01-09 |
| WI | RA | APPROVED | 2023-08-22 |
Branch Locations
1520 Front Porch Pl, Altoona, WI 54720 • United States
Duluth, MN • United States
Duluth, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Royal Credit Union | Eau Claire | WI | 08/2008 | 08/2023 |
| Invest Financial Corporation | Tampa | FL | 07/2009 | 02/2018 |
| The Beadsnest | Eau Claire | WI | 04/2000 | Present |
| Lpl Financial Llc | Eau Claire | WI | 02/2018 | 08/2023 |
| Ameriprise Financial Services, Llc | Altoona | WI | 08/2023 | Present |
Outside Employment; The Bead's Nest; Owner; Retail; 2563 Becks Road, , Duluth, MN, 55810; Not Investment-Related; 01/01/1999; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-13 |
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