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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2021-03-16 |
| TX | RA | APPROVED | 2021-03-16 |
Branch Locations
474 Division Drive Unit A, Sugar Grove, IL 60554 • United States
Sugar Grove, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lisle | IL | 07/2006 | 03/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Sugar Grove | IL | 09/2006 | 03/2021 |
| Camp Fire Usa | Lombard | IL | 10/2012 | 01/2017 |
| Christopher Forbes Tax Preperation | Sugar Grove | IL | 04/2016 | 03/2021 |
| Black Walnut Trails Hoa | Sugar Grove | IL | 02/2017 | 03/2021 |
| Crosstown Financial Advisors, Llc | Sugar Grove | IL | 09/2020 | 03/2021 |
| Ameriprise Financial Services Llc | Sugar Grove | IL | 03/2021 | Present |
Real Estate Ownership; Commercial; 474 Division Drive, Unit A, , Sugar Grove, IL, 60554; Investment-Related; 03/17/2021. Independent Insurance Brokering; Securian Financial; 05/13/2021; Term Life. Business Ownership; Crosstown Financial Advisors LLC; Financial Advisor; Consulting; 474 Division Drive, Suite A, , Sugar Grove, IL, 60554; Investment-Related; 04/01/2020; 1 to 9 hours per month; 0 during trading hours / Forbes SG Holdings LLC; Managing Agent to file Annual Report and record balance sheet.; Commercial Real Estate; 474 Division Drive Unit A, , Sugar Grove, IL, 60554; Not Investment-Related; 03/15/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Forbes Tax Prep; Tax Prep Services; Tax Preparation; 993 Jennifer Ct, , Sugar Grove, IL, 60554; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Top Pick Athletics; Co-owner; Looking to purchasing into a sports complex. The sports complex focus on personal training and travel baseball teams. Complex consists of baseball hitting tunnels, weight lifting, and open area concepts.; 769 HEARTLAND DRIVE, , Sugar Grove , IL, 60554; Not Investment-Related; 02/01/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Forbes Tax Planning; Tax Preparer - File tax returns; ; 993 Jennifer Ct, , Sugar Grove, IL, 60554; Not Investment-Related; 02/01/2016; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-14 |
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