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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MI | RA | APPROVED | 2017-04-27 |
| TX | RA | APPROVED | 2017-04-27 |
Branch Locations
650 Trade Centre Way Ste 110, Portage, MI 49002-0411 • United States
Portage, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Portage | MI | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Portage | MI | 11/2016 | 04/2017 |
| Ameriprise Financial Services Inc | Kalamazoo | MI | 04/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Kalamazoo | MI | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 130 North Shore #1 South Haven, MI 49090, ,; Not Investment-Related; 07/30/2018.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1982-08-03 |
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