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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-15 |
| TX | RA | APPROVED_RES | 2024-10-01 |
| IL | RA | APPROVED | 2024-09-30 |
Branch Locations
2201 S 1St St, Champaign, IL 61820-7402 • United States
Rochester, NY • United States
901 3Rd Ave S Routing S14/3235, Minneapolis, MN 55402-3367 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cuna Brokerage Services | Waverly | IA | 12/2016 | 06/2020 |
| Reliant Community Fcu | Sodus | NY | 09/2013 | 06/2020 |
| Horace Mann - Atlas Agency | Champaign | IL | 06/2020 | 10/2020 |
| Horace Mann Companies | Springfield | IL | 07/2020 | 10/2020 |
| Horace Mann Investors Inc | Springfield | IL | 07/2020 | 10/2020 |
| Cuna Brokerage Services, Inc | Waverly | IA | 11/2020 | 05/2022 |
| Cuna Mutual Group | Waverly | IA | 11/2020 | 05/2022 |
| Lpl Financial Llc | Champaign | IL | 05/2022 | 09/2024 |
| Ameriprise Financial Services, Llc | Champaign | IL | 09/2024 | Present |
Outside Employment; Advisor at U of I Credit Union; Dual employee of credit union and Ameriprise; Financial Advisor at U of I Credit Union, dual employee.; 2201 South First St, , Champaign, IL, 61820; Investment-Related; 09/30/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-08 |
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