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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2022-04-22 |
Branch Locations
222 E Main St, Albert Lea, MN 56007 • United States
1530 Greenview Dr Sw Ste 205, Rochester, MN 55902-4327 • United States
Rochester, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Think Mutual Bank | Rochester | MN | 02/2016 | 04/2022 |
| Commonwealth Financial Network | San Diego | CA | 02/2016 | 04/2022 |
| Ameriprise Financial Services, Llc | Rochester | MN | 04/2022 | Present |
Board of Directors; Windamere Woods Homeowners Association; Secretary; 3025 Sherburn Pl SW, , Rochester, MN, 55902; Not Investment-Related; 04/29/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Summit Management; Registered Team Member; Manage advisory business; 1530 Greenview Dr. SW , STE 205, Rochester, MN, 55902; Investment-Related; 04/15/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2014-12-11 |
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