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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-18 |
| IN | RA | APPROVED | 2017-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network Llc | Lafayette | IN | 05/2010 | 05/2017 |
| Ameriprise Financial Advisors Inc. | Lafayette | IN | 05/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Lafayette | IN | 03/2020 | Present |
Board of Directors; Legal Aid Corporation; General Board of Director Member; 300 Main Street Suite 100, , Lafayette, IN, 47901; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Finance Committee Otterbein United Methodist Church; -Reviewing the Church's budget, balance sheet, income & expense reports, and other financial monthly/quarterly reports -Reviewing expense request for other Church committees for projects and mission work. If the Finance Committee approves, this will then go to general Board for evaluation.; 405 E Oxford St, , Otterbein, IN, 47970; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-20 |
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