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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-03-10 |
Branch Locations
7121 W Bell Rd Ste 200, Glendale, AZ 85308-8559 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kristen Cole (Keller Williams) | Scottsdale | AZ | 09/2016 | 12/2016 |
| Unemployed | Scottsdale | AZ | 01/2017 | 04/2017 |
| Landcorp | Scottsdale | AZ | 05/2017 | 03/2019 |
| Spring Venture Group | Scottsdale | AZ | 05/2019 | 12/2021 |
| Unemployed | Phoenix | AZ | 01/2022 | 05/2022 |
| Valic Financial Advisors,Inc. | Houston | TX | 06/2022 | 04/2023 |
| Unemployed | Phoenix | AZ | 04/2023 | 06/2023 |
| Bankers Life Securities, Inc | Peoria | AZ | 06/2023 | 04/2024 |
| Bankers Life & Casualty, Inc | Peoria | AZ | 05/2023 | 04/2024 |
| Bankers Life Advisory Services, Inc | Peoria | AZ | 07/2023 | 04/2024 |
| Ameriprise Financial Services, Llc | Peoria | AZ | 02/2025 | Present |
| Unemployed | Phoenix | AZ | 05/2024 | 02/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-18 |
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