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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-17 |
| WI | RA | APPROVED | 2024-06-11 |
Branch Locations
1110 Fourier Dr Ste 110, Madison, WI 53717-1963 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Middleton | WI | 10/2013 | 09/2016 |
| Strategic Advisers, Inc. | Middleton | WI | 10/2014 | 09/2016 |
| Tiaa | Middleton | WI | 10/2016 | 11/2020 |
| Tiaa-Cref Individual & Institutional Services, Llc | Middleton | WI | 10/2016 | 11/2020 |
| Fidelity Brokerage Services, Llc | Middleton | WI | 10/2013 | 09/2016 |
| Homemaking | Mount Horeb | WI | 11/2020 | 09/2022 |
| Madison Investments | Madison | WI | 09/2022 | 03/2023 |
| Empower Financial Services, Inc | Greenwood Village | CO | 08/2023 | 05/2024 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 08/2023 | 05/2024 |
| Unemployed | Mount Horeb | WI | 04/2023 | 07/2023 |
| Ameriprise Financial Services, Llc | Madison | WI | 05/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-30 |
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