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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-12-05 |
Branch Locations
9900 Ormsby Station Rd, Louisville, KY 40223-4011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kestra Investment Services Llc | Louisville | KY | 06/2020 | 02/2024 |
| Kestra Advisory Services, Llc | Louisville | KY | 01/2022 | 02/2024 |
| Meritrust Wealth Management | Louisville | KY | 06/2020 | 02/2024 |
| Bernstein Private Wealth Management | Los Angeles | CA | 11/2013 | 06/2020 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 02/2024 | 12/2025 |
| Northwestern Mutual Investment Services Llc | Louisville | KY | 02/2024 | 12/2025 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 05/2024 | 12/2025 |
| Ameriprise Financial Services, Llc | Louisville | KY | 12/2025 | Present |
Board of Directors; Commercial Real Estate Women (CREW) Louisville; Sponsorship Chair; 1201 Wakarusa Dr Ste D, , Lawrence, KS, 66049; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Monticello Banking Company; Financial Advisor for the Bank and it's clients. Dual Advisor role.; Manage advisory business; 9900 Ormsby Station Rd, , Louisville, KY, 40223; Investment-Related; 12/08/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-24 |
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