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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2017-02-20 |
Branch Locations
401 E Jefferson St Ste 100, Plymouth, IN 46563-1827 • United States
Wolcottville, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hd Vest Investment Services | Avilla | IN | 08/2016 | 01/2017 |
| Case Family Tax | Avilla | IN | 01/2012 | 12/2016 |
| Hubbard Feeds Inc | Shipshewana | IN | 03/2003 | 12/2016 |
| Ameriprise Financial Services, Inc. | Plymouth | IN | 12/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth | IN | 03/2020 | Present |
Business Ownership; Case Family; Prepare Business & Personal Tax Returns Client Bookkeeping Payroll Client Representation before IRS & State Tax Agencies; Tax Preparation; 124 1/2 E Albion St, PO Box698, Avilla, IN, 46710; Not Investment-Related; 01/01/2013; 60 hours per month; 20 to 39 during trading hours. Board of Directors; Avilla Area Chamber; Treasurer; 622 S Main St, , Avilla, IN, 46710; Not Investment-Related; 05/29/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-14 |
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