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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2022-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nisource | Merrillville | IN | 01/2010 | 04/2018 |
| Midcoast Tax Advisors | Merrillville | IN | 05/2018 | Present |
| Ameriprise Financial Services, Llc | Merrillville | IN | 10/2021 | Present |
Business Ownership; TI Collective, LLC; Partner; Real Estate subleasing; 300 E. 90th Drive, , Merrillville, IN, 46410; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Cornerstone CPA LLC; Owner; Tax Preparation; 300 E. 90th Drive, , Merrillville, IN, 46410; Not Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours. Outside Employment; Cornerstone CPA LLC; Onwer/CEO - Manage CPA Firm; Tax Preparation; 300 E. 90th Drive, , Merrillville, IN, 46410; Not Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-08-19 |
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