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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2023-06-23 |
| NE | RA | APPROVED | 2023-06-23 |
Branch Locations
1935 North 120Th, Omaha, NE 68154 • United States
Council Bluffs, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Ameritrade | Omaha | NE | 04/2014 | 09/2017 |
| Morgan Stanley | Omaha | NE | 09/2017 | 06/2023 |
| Ameriprise Financial Services, Llc | Omaha | NE | 06/2023 | Present |
Outside Employment; Cirksena, Knight, Jacobsen, Sieps & Kresse; LLC; Registered Rep; Financial Services; 1935 N 120th St, , Omaha, NE, 68154; Investment-Related; 06/19/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-04 |
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