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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-23 |
| IN | RA | APPROVED | 2021-09-13 |
Branch Locations
250 E 96Th St Ste 580, Indianapolis, IN 46240 • United States
Noblesville, IN • 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 Llc | Indianapolis | IN | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Indianapolis | IN | 11/2016 | 09/2021 |
| Ameriprise Financial Services Llc | Carmel | IN | 09/2021 | Present |
Real Estate Ownership; Commercial; 815-819 E Westfield Blvd, , Indianapolis, IN, 46220; Not Investment-Related; 01/20/2000.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 1983-08-26 |
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