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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-08-11 |
| TX | RA | APPROVED_RES | 2017-08-11 |
Branch Locations
3209 W Smith Valley Rd Ste 145, Greenwood, IN 46142 • United States
839 Main St Ste 100, Lafayette, IN 47901 • United States
Greenwood, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Indianapolis | IN | 11/2011 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Ameriprise Financial Services, Inc. | Lafayette | IN | 08/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Greenwood | IN | 03/2020 | Present |
Board of Directors; Board of Directors, National Guard Association of Indiana.; Treasurer; 2002 S Holt Rd, , Indianapolis, IN, 46241; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours / Indiana State Armory Board; Board Member; 2002 S. Holt Rd., BLDG 1, Indianapolis, IN, 46241; Not Investment-Related; 07/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 2006-06-09 |
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