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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2025-09-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cedar Falls | IA | 11/2022 | 05/2024 |
| Wells Fargo Bank, Na | Cedar Falls | IA | 12/2021 | 05/2024 |
| Ocwen Loan Servicing | Waterloo | IA | 02/2013 | 05/2019 |
| Phh Mortgage Servicing | Waterloo | IA | 05/2019 | 06/2019 |
| Upper Iowa University | Fayette | IA | 10/2019 | 12/2021 |
| Unemployed | Washburn | IA | 07/2019 | 09/2019 |
| Thrivent Investment Management Inc. | Waverly | IA | 05/2024 | 08/2025 |
| Thrivent Financial | Appleton | WI | 06/2024 | 10/2024 |
| Thrivent Financial | Appleton | WI | 10/2024 | 08/2025 |
| Ameriprise Financial Services, Llc | Reinbeck | IA | 09/2025 | Present |
Outside Employment; B&R Partners LLC; I am employee who assists with the day-to-day tasks of the Ameriprise franchised Private Wealth Advisor practice.; Manage advisory business; 421 Main St, , Reinbeck, IA, 50669; Investment-Related; 09/02/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-03-24 |
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