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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-14 |
| IA | RA | APPROVED | 2024-07-23 |
Branch Locations
1580 Mall Drive Suite A, Iowa City, IA 52240 • United States
Coralville, IA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Iowa City | IA | 01/2024 | Present |
| Ameriprise Financial Services, Llc | Davenport | IA | 05/2023 | 08/2023 |
| Hogan-Hansen, Cpas And Consultants | Ames | IA | 02/2024 | 05/2024 |
| Mose Levy | Washington | IA | 05/2021 | 08/2022 |
| Washington State Bank | Washington | IA | 01/2019 | 05/2021 |
| Cml Construction | Washington | IA | 03/2020 | 05/2021 |
| Washington Community School District | Washington | IA | 06/2014 | 08/2021 |
| Iowa State University | Ames | IA | 08/2021 | 05/2024 |
Outside Employment; Flagship Partners Inc.; Financial Advisor with a team practice associated with Ameriprise Financial Services.; Manage advisory business; 11819 Miracle Hills Dr, Suite 101, Omaha, NE, 68154; Investment-Related; 08/07/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-19 |
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