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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KS | RA | APPROVED | 2017-10-06 |
| TX | RA | APPROVED_RES | 2017-10-06 |
Branch Locations
4200 W 115Th St Ste 200, Leawood, KS 66211-2729 • United States
Overland Park, KS • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Kansas City | MO | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Kansas City | MO | 11/2016 | 10/2017 |
| Ameriprise Financial Services Inc | Overland Park | KS | 10/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Leawood | KS | 03/2020 | Present |
Business Ownership; Shrank Road LLC; Co-owner; Real Estate; 15429 Overbrook Ln, , Overland Park, KS, 66224; Investment-Related; 03/31/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1985-05-31 |
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