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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-05-19 |
| TX | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choiceone Bank | Sparta | MI | 06/2016 | Present |
| Osaic Institutions, Inc (Fka Infinex Investments, Inc.) | Meriden | CT | 08/2022 | 05/2025 |
| Ameriprise Financial Services, Llc | Sparta | MI | 05/2025 | Present |
Independent Insurance Brokering; Aspida; 12/20/2023; Fixed Annuity / United Life; 08/28/2023; Fixed Annuity / GBU; 05/16/2024; Fixed Annuity. Board of Directors; Sparta Chamber of Commerce; Board member; 194 E Division St, , Sparta, MI, 49345; Not Investment-Related; 07/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Sparta Community Works; Board Member; 194 E Division St, , Sparta, MI, 49345; Not Investment-Related; 07/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; ChoiceOne Bank; AVP Wealth Management for ChoiceOne Bank. Dual employee of Ameriprise and ChoiceOne Bank; AVP Wealth Management for ChoiceOne Bank. Dual employee of Ameriprise and ChoiceOne Bank; 129 E Division St, , Sparta, MI, 49345; Investment-Related; 05/19/2025; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-28 |
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