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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-08 |
| IN | RA | APPROVED | 2024-07-09 |
Branch Locations
300 E 90Th Dr, Merrillville, IN 46410 • United States
2603 Niles Ave Ste B, Saint Joseph, MI 49085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Merrillville | IN | 10/2021 | Present |
| Purdue University | Hammond | IN | 06/2016 | 12/2016 |
| Cliftonlarsonallen | Schererville | IN | 01/2017 | 10/2017 |
| Bethel Church | Crown Point | IN | 11/2017 | 09/2021 |
| Midcoast Tax Advisors | Merrillville | IN | 10/2021 | Present |
Outside Employment; TI Collective, LLC; Financial Advisor and Director of Marketing - Employee of TI Collective LLC, which was established for purposes of a shared operational infrastructure, expense management, and continuity planning among team members.; Manage advisory business; 300 E 90th Dr, , Merrillville, IN, 46410; Investment-Related; 01/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-06 |
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