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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-06-30 |
Branch Locations
6529 Whitestown Pkwy, Zionsville, IN 46077-7621 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wesleyan Pension Fund | Fishers | IN | 06/2001 | 04/2019 |
| Servent Solutions Inc. | Anderson | IN | 05/2019 | 03/2023 |
| State Bank Of Lizton | Brownsburg | IN | 04/2023 | 06/2025 |
| Lpl Financial Llc | Brownsburg | IN | 05/2023 | 06/2025 |
| Ameriprise Financial Services, Llc | Zionsville | IN | 06/2025 | Present |
Board of Directors; Harvest Church; Treasurer; 6107 W Airport Rd, , Greenfield, IN, 46140; Not Investment-Related; 10/14/2014; 1 to 9 hours per month; 0 during trading hours. Outside Employment; State Bank; Financial Advisor; Manage advisory business; 900 E 56th Street, , Brownsburg, IN, 46112; Investment-Related; 06/30/2025; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-12-04 |
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