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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2023-08-21 |
Branch Locations
4018 Montana Sapphire Dr Suite 1, Billings, MT 59106-3170 • United States
Billings, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Billings | MT | 08/2022 | Present |
| Yellowstone Bank | Billings | MT | 08/2020 | 08/2022 |
| Yellowstone Bank | Billings | MT | 06/2019 | 08/2019 |
| Studer Construction | Billings | MT | 05/2016 | 08/2018 |
| Saint John's University | Collegeville | MN | 08/2016 | 06/2020 |
Outside Employment; SFGE, LLC; I am a regular employee acting as an associate financial advisor.; Manage advisory business; 993 S. 24th St W., Suite D, Billings, MT, 59102; Investment-Related; 06/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-15 |
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