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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-09-18 |
| IA | RA | APPROVED | 2025-09-17 |
| NE | RA | APPROVED | 2024-03-27 |
Branch Locations
2145 14Th Avenue Suite 11, Vero Beach, FL 32960-4413 • United States
5550 Wild Rose Ln Ste 400, West Des Moines, IA 50266 • United States
1350 N Bell St, Fremont, NE 68025 • United States
570 Fallbrook Blvd Ste 103, Lincoln, NE 68521 • United States
11819 Miracle Hills Dr Ste 101, Omaha, NE 68154 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Omaha | NE | 01/2022 | Present |
| Genesis Health Clubs | Omaha | NE | 08/2021 | 12/2023 |
| Carrabba's Italian Grill | Omaha | NE | 04/2018 | 08/2021 |
| Hy-Vee, Inc. | Omaha | NE | 07/2016 | 03/2018 |
Business Ownership; Flagship Partners Inc; Co-owner; Manage Ameriprise Business; 11819 Miracle Hills Drive, Ste 101, Omaha, NE, 68154; Investment-Related; 04/20/2021; 10 to 19 hours per month; 10 to 19 during trading hours / Northstar Holdings LLC; Co-owner; Managing Ameriprise Franchise.; 11819 Miracle Hills Drive, Ste 101, Omaha, NE, 68154; Investment-Related; 09/29/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Flagship Partners Inc; Financial advisor with a team practice associated with Ameriprise Financial.; Manage advisory business; 11819 Miracle Hills Drive, , Omaha, NE, 68154; Investment-Related; 05/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-22 |
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