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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2016-10-14 |
Branch Locations
391 S Shore Dr Ste 112, Battle Creek, MI 49015 • United States
Portage, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Verlin Multi-Advisor Program | Kalamazoo | MI | 09/2009 | 10/2016 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 11/2010 | 10/2016 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 05/2012 | 10/2016 |
| Ameriprise Financial Services, Inc. | Battle Creek | MI | 10/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Battle Creek | MI | 03/2020 | Present |
Outside Employment; Oakridge Advisors of Battle Creek; Assoc. Financial Advisor - Financial Advisor; ; 391 S Shore Dr, , Battle Creek, MI, 49014; Investment-Related; 10/12/2016; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-04-06 |
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