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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2026-06-12 |
| TX | RA | APPROVED_RES | 2026-06-12 |
Branch Locations
Coxs Creek, KY • United States
1200 Forest Bridge Rd, Louisville, KY 40223-5170 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Park Community Credit Union | Louisville | KY | 09/2014 | 03/2023 |
| Lpl Financial | Louisville | KY | 12/2014 | 06/2026 |
| Ameriprise Financial Services, Llc | Louisville | KY | 06/2026 | Present |
Independent Insurance Brokering; United Life; 05/01/2025; Fixed Annuity / American Equity; 06/15/2026; Fixed Annuity. Outside Employment; Liberty Wealth Services; Financial Advisor; Financial Advisor; 1200 Forest Bridge Rd, , Louisvlle, KY, 40223; Investment-Related; 06/15/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-29 |
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