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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-06 |
| MN | RA | APPROVED | 2018-09-10 |
Branch Locations
3900 Northwoods Dr Ste 150, Arden Hills, MN 55112 • United States
Shoreview, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Solidity Financial Llc | Shoreview | MN | 03/2018 | 09/2018 |
| Medtronic | Mounds View | MN | 09/2013 | 09/2018 |
| Ameriprise Financial Services, Inc. | Arden Hills | MN | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Arden Hills | MN | 03/2020 | Present |
Real Estate Ownership; Single Family; 5917 Birchwood Street, , Shoreview, MN, 55126; Not Investment-Related; 03/15/2024. Business Ownership; Schumacher Group LLC; Owner; Manage Ameriprise Business; 5918 Birchwood St, , Shoreview, MN, 55126; Not Investment-Related; 01/09/2024; 1 to 9 hours per month; 0 during trading hours / MDS Properties LLC; Co-owner; Real Estate; 5918 Birchwood Street, , Shoreview, MN, 55126; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Minneapolis School of Anesthesia Board of Directors; General Board Member; 700 East 7th Street, , Saint Paul, MN, 55106; Not Investment-Related; 11/03/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-11-30 |
| S65 | Uniform Investment Adviser Law Examination | 2018-02-15 |
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