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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-14 |
| IA | RA | APPROVED | 2025-09-03 |
Branch Locations
1080 Jordan Creek Pkwy Ste 140N, West Des Moines, IA 50266 • United States
Des Moines, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | West Des Moines | IA | 08/2022 | 08/2025 |
| Valley High School | West Des Moines | IA | 01/2012 | 06/2017 |
| Iowa State University | West Des Moines | IA | 08/2017 | 12/2021 |
| Rsm | Des Moines | IA | 01/2022 | 07/2022 |
| Ameriprise Financial Services, Llc | West Des Moines | IA | 09/2025 | Present |
Outside Employment; Urbandale High School; Coach Basketball; Coach HS basketball; 7111 Aurora Ave, , Urbandale, IA, 50322; Not Investment-Related; 11/13/2023; 10 to 19 hours per month; 0 during trading hours / The Fish20 Group; Lead Financial Advisor; Manage advisory business; 530 2nd Street, , Webster City, IA, 50595; Investment-Related; 09/03/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-19 |
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