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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2024-08-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Fort Madison | IA | 11/2022 | Present |
| Lee County Bank | Fort Madison | IA | 10/2015 | 11/2022 |
Business Ownership; All Seasons Cleaning Services; Co-owner; This is a commercial kitchen exhaust hood and fan cleaning company.; 1773 West Point Road, , West Point, IA, 52656; Not Investment-Related; 10/26/2017; 1 to 9 hours per month; 0 during trading hours / Crystal Works, LLC DBA Granted Solutions; Co-owner; Commercial & Residential Janitorial Services; 1773 West Point Road, , West Point, IA, 52656; Not Investment-Related; 10/17/2025; 0 hours per month; 0 during trading hours. Outside Employment; PLCPA, LLC; Associate Financial Advisor is my current position.; Manage advisory business; 701 Avenue G, , Fort Madison, IA, 52627; Not Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-24 |
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