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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2024-01-25 |
Branch Locations
303 E Wacker Dr Ste 1575, Chicago, IL 60601 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Chicago | IL | 04/2021 | Present |
| Ricoh | Chicago | IL | 09/2019 | 04/2021 |
| North Bridge Staffing/Leo Burnett/Ricoh Usa | Chicago | IL | 04/2019 | 09/2019 |
| The Larko Group/Bmo Capital Markets | Chicago | IL | 03/2018 | 04/2019 |
| Altman Advisors | Chicago | IL | 02/2017 | 03/2018 |
| Ameriprise Financial | Chicago | IL | 11/2016 | 01/2017 |
| Belcorp, Inc | Chicago | IL | 05/2016 | 11/2016 |
| Corepower | Chicago | IL | 09/2024 | Present |
Outside Employment; Corepower; I will be teaching yoga outside of working Ameriprise hours.; Yoga teacher at Corepower; 310 W Superior Street, 3rd Floor, Chicago, IL, 60654; Not Investment-Related; 09/30/2024; 20 to 39 hours per month; 1 to 9 during trading hours. Other Business Activities; Minds Matter; I volunteer as a mentor to students in high school every Saturday during the school year. I am also on the Management Team as the Operations Director. This is project management role connecting the other volunteers to one another in order for the program to operate on the volunteer side. I also meet with the Chair of the Board and the Managing Director (not on the board) bi-weekly to discuss any updates and requests from the board on an operational basis. I do not manage funds; however, I am involved in conversations where budgets and expenses are discussed. I have been a mentor since August 2023 and recently joined the management team over the summer, kicking off the fall school season. We meet every Saturday (mostly) at Roosevelt University at 430 S Michigan Ave, Chicago, IL 60605. Minds Matter Chicago does not have a brick-and-mortar location but I've listed the physical address of the umbrella Minds Matter Organization below. I put 1-9 hours a month during trading hours that I work with the organization just on the off chance that I do something but it is mostly a commitment outside of working hours.; 1120 Avenue of the Americas, 4th Floor, New York, NY, 10036; Not Investment-Related; 09/06/2024; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-24 |
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