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Chicago, IL • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-03-29 |
| IL | RA | APPROVED | 2023-04-14 |
| MN | RA | APPROVED | 2022-06-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Minneapolis | MN | 06/2017 | 08/2017 |
| Full-Time Student | Duluth | MN | 09/2013 | 05/2018 |
| Ameriprise Financial | Minneapolis | MN | 06/2018 | 08/2018 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 08/2018 | 04/2021 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 04/2021 | 08/2021 |
| Petrarch Insurance Services Llc | Lakeville | MN | 08/2021 | Present |
| Petrarch Llc | Chicago | IL | 01/2022 | Present |
Petrarch Insurance Services LLC; Investment Related; 5553 N. Clark St., Unit 2S Chicago, IL 60640; Online non-investment related financial education and consulting services; Owner; Business Ownership; 10 to 39 hours per month; 0 during trading hours; creating, sharing, and monetizing on non-investment related financial education.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-07 |
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