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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| IL | RA | APPROVED | 2018-06-22 |
Branch Locations
201 W Main St, Monticello, IL 61856 • United States
Monticello, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investment Professionals, Inc. | Monticello | IL | 01/2008 | 08/2018 |
| Ameriprise Financial Services, Inc. | Monticello | IL | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Monticello | IL | 03/2020 | Present |
Outside Employment; First State Bank; Trust Assistant - Trust Assistant duties; ; 201 W Main St Monticello IL61856, ,; Not Investment-Related; 01/08/2008; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-30 |
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