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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-11-12 |
| TX | RA | APPROVED | 2024-11-11 |
Branch Locations
101 1St Ave N, Lewisburg, TN 37091-3312 • United States
Lewisburg, TN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Michael Wealth Management Group | Lewisburg | TN | 06/2015 | 11/2024 |
| Lpl Financial, Llc | Lewisburg | TN | 01/2016 | 11/2024 |
| Ameriprise Financial Services, Llc | Lewisburg | TN | 11/2024 | Present |
Board of Directors; Young Professionals of Marshall County; Secretary / Treasurer; 101 1st Ave. N., , Lewisburg, TN, 37091; Not Investment-Related; 11/19/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Women's Ministry Leader; I have been asked to be the leader of the Women's Ministry at my local church, New Life Church. This would entail me planning events, lining up vendors, planning Bible lessons, etc. for any women's event at church. All events are after business and market hours or on the weekends. I will not be handling any money for this organization. All cash or checks for events goes straight to the Pastor or Elders in charge of the bank account. I will not have access to any bank accounts for the organization.; 591 WEST ELLINGTON, , Lewisburg, TN, 37091; Not Investment-Related; 03/22/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-21 |
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