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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2023-08-01 |
| TX | RA | APPROVED_RES | 2023-07-14 |
Branch Locations
13710 Fnb Pkwy Ste 100, Omaha, NE 68154-5298 • United States
Fremont, NE • United States
3 disclosure categories 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 |
|---|---|---|---|---|
| Calton & Associates, Inc. | Fremont | NE | 02/2005 | 07/2023 |
| Ameriprise Financial Services, Llc | Omaha | NE | 07/2023 | Present |
Real Estate Ownership; Single Family; 5149 NW Lane Rd , , Ocala, FL, 34482; Not Investment-Related; 02/01/2024. Business Ownership; Lazarus Investment Services, Inc.; Owner; S Corp created to manage previous businesses owned (Lazarus Insurance - sold July 1, 2024). Lazarus Investment Services, Inc. will remain operational for tax reporting purposes only as per my CPA's recommendation.; 1150 North Nye Avenue , , Fremont , NE, 68025; Not Investment-Related; 05/11/2005; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-09-06 |
| S63 | Uniform Securities Agent State Law Examination | 2005-04-21 |
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