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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2024-07-08 |
| IL | RA | APPROVED | 2023-10-19 |
| TX | RA | APPROVED_RES | 2023-10-16 |
Branch Locations
540 Lake Cook Rd Ste 450, Deerfield, IL 60015-5829 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors | Chicago | IL | 02/2013 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Chicago | IL | 11/2016 | 10/2023 |
| Ameriprise Financial Services, Llc | Chicago | IL | 10/2023 | Present |
Board of Directors; Breeding Montgomery Bible College; Trustee Board member; Ikot Expene, , Ikot Expene, Akwa Ibom State, , NGA; Not Investment-Related; 02/01/2019; 0 hours per month; 0 during trading hours / Paine College; Trustee; 1235 Fifteenth St, , Augusta, GA, 30901; Not Investment-Related; 11/01/2021; 1 to 9 hours per month; 0 during trading hours / New Hope CME Church; Recording Steward; 1840 Grey Avenue, , Evanston, IL, 60201; Not Investment-Related; 10/01/1982; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Group fitness; Fitness Instructor; Fitness Instructor; 1200 N. Westmoreland Rd, , Lake Forest, IL, 60045; Not Investment-Related; 02/13/2013; 10 to 19 hours per month; 0 during trading hours / Christian Methodist Episcopal Church; As CFO I work with the national budget and distribution. I also work with the auditor and the annual audit.; Religious activities; 1630 Chicago Avenue - Apt 2101, , Evanston, IL, 60201; Not Investment-Related; 07/04/2014; 40 to 59 hours per month; 0 during trading hours / YMCA of Middle Tennessee; Group fitness instructor; Group Fitness; Brentwood Family YMCA of Middle TN, 8207 Concord Rd, Brentwood, TN, 37027; Not Investment-Related; 06/15/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1983-01-12 |
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