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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2025-01-29 |
| TX | RA | APPROVED | 2025-01-22 |
| WI | RA | APPROVED | 2024-11-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo | Marinette | WI | 05/2015 | 10/2019 |
| Flagstar Bank | Marinette | WI | 10/2019 | 08/2021 |
| Casa | Marinette | WI | 08/2021 | 03/2022 |
| Ameriprise Financial Services, Llc | Menominee | MI | 10/2022 | Present |
| Unemployed | Peshtigo | WI | 03/2022 | 10/2022 |
Outside Employment; JC Beck Enterprise LLC; W-2 Employee Advising Clients in Menominee Branch Location; Manage advisory business; 414 1st St, , Menominee, MI, 49858; Investment-Related; 12/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-02 |
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