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1701 1St Avenue, Rock Island, IL 61201 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-22 |
| CA | RA | APPROVED | 2026-07-20 |
| VA | RA | APPROVED | 2026-07-20 |
Branch Locations
501 Independence Parkway Suite 310, Chesapeake, VA 23320 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services | Virginia Beach | VA | 10/2022 | 05/2023 |
| Lincoln Financial/Sagemark Consulting | Virginia Beach | VA | 06/2018 | 10/2022 |
| Kantar Media Ad Intelligence | Chesapeake | VA | 06/2012 | 06/2018 |
| Ameriprise Financial Services, Llc. | Virginia Beach | VA | 05/2023 | 01/2026 |
| Principal Securities, Inc. | Virginia Beach | VA | 01/2026 | 04/2026 |
| Principal Life Insurance Company | Virginia Beach | VA | 01/2026 | 04/2026 |
| Modern Woodmen Of America | Rock Island | IL | 06/2026 | Present |
| Mwa Financial Services, Inc. | Rock Island | IL | 06/2026 | Present |
We Can Do It For You, LLC, non-inv. Virginia Beach, VA. 12/2018. Owner, handyman services. 4 non-inv./1 inv.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
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