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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-31 |
| FL | RA | APPROVED | 2025-09-09 |
Branch Locations
4927 Southfork Dr Ste A, Lakeland, FL 33813 • United States
North Port, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Everence Financial | Sarasota | FL | 01/2023 | 05/2024 |
| Unemployed | North Venice | FL | 10/2022 | 12/2022 |
| Sarasota Memorial Hospital | Sarasota | FL | 08/2022 | 10/2022 |
| Nona Church | Orlando | FL | 01/2022 | 08/2022 |
| Lake Nona Performance Club | Orlando | FL | 10/2021 | 12/2021 |
| Cru | Orlando | FL | 05/2021 | 09/2021 |
| Liberty University | Lynchburg | VA | 08/2018 | 05/2021 |
| Chengdu International School | Chengdu | 08/2013 | 05/2018 | |
| Unemployed | Fairfax | VA | 06/2018 | 07/2018 |
| Jarrod Markley | Charlottesvle | VA | 06/2024 | 07/2025 |
| Rainer Schlichtherle | Sarasota | FL | 06/2024 | 07/2025 |
| Northwestern Mutual Investment Services Llc | Charlottesvle | VA | 07/2024 | 07/2025 |
| Ameriprise Financial Services, Llc | Lakeland | FL | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2024-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 2023-10-14 |
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