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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-29 |
| MI | RA | APPROVED | 2017-11-06 |
Branch Locations
8712 Gull Road, Richland, MI 49083 • United States
Richland, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed Inc | Grand Rapids | MI | 05/2014 | 11/2017 |
| Various Insurance Carriers For W & R Insurance Agencies | Richland | MI | 05/2014 | 11/2017 |
| Parent Tacher Organization (Pto) St Augustine | Kalamazoo | MI | 08/2015 | 11/2017 |
| Tamarron Community Association/Gardner Management | Richland | MI | 05/2016 | 11/2017 |
| Ameriprise Financial Services, Inc. | Richland | MI | 11/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Richland | MI | 03/2020 | Present |
Board of Directors; Gull Lake Area Rotary Club; non-position voting club director; P O Box 291, , RICHLAND, MI, 49083; Not Investment-Related; 12/01/2023; 1 to 9 hours per month; 0 during trading hours / Gull Lake Area Rotary Club Board of Directors; President; P O Box 291, , RICHLAND, MI, 49083; Not Investment-Related; 07/01/2025; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; FURLOTTE CONSULTING GROUP. LLC; Associate Financial Advisor - Associate Financial Advisor servicing and supporting Richland practice clients; ; 33493 West 14 Mile Road, Suite 80, , Farmington Hills, MI, 48331; Investment-Related; 01/01/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-18 |
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