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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2025-10-28 |
| TX | RA | APPROVED_RES | 2023-05-02 |
Branch Locations
860 Blue Gentian Rd Ste 295, Eagan, MN 55121 • United States
Rosemont, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Well, Umc | Rosemount | MN | 07/2016 | 06/2017 |
| Thrivent Investment Management Inc | Rosemount | MN | 05/2017 | 01/2022 |
| Thrivent Financial | Appleton | WI | 06/2017 | 10/2017 |
| Thrivent Financial | Appleton | WI | 10/2017 | 01/2022 |
| Ameriprise Financial Services, Llc | Bloomington | MN | 01/2022 | 06/2022 |
| Ameriprise Financial Services, Llc | Inver Grove Heights | MN | 07/2022 | Present |
Outside Employment; Paragon Operations, LLC; Paraplanner - Provide client service and administrative support for the Ameriprise Financial Practice; ; 1907 Wayzata Blvd. E Suite 350, , Wayzata, MN, 55391; Not Investment-Related; 09/21/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-03 |
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