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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2022-12-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Northern Trust Company | Chicago | IL | 02/2015 | 07/2019 |
| Cibc Private Wealth Management | Chicago | IL | 07/2019 | 09/2020 |
| Altman Advisors | Chicago | IL | 09/2020 | 09/2022 |
| Ameriprise Financial Services, Llc | Chicago | IL | 10/2022 | Present |
Outside Employment; LyonSpring, Inc.; Associate Financial Advisor - no responsibility. This entity handles the group payroll.; Manage advisory business; 303 E Wacker Drive, Ste. 1575, Chicago, IL, 60601; Investment-Related; 07/14/2026; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-17 |
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