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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2026-07-01 |
| MN | RA | APPROVED | 2025-08-25 |
| TX | RA | APPROVED | 2025-05-06 |
| IA | RA | APPROVED | 2025-01-10 |
Branch Locations
9 Plaza Dr Ste 6, Clear Lake, IA 50428 • United States
630 Roosevelt Rd Ste 105, St. Cloud, MN 56301 • United States
2625 N Loop Dr Ste 2200, Ames, IA 50010 • United States
12725 43Rd St Ne Ste 103, St. Michael, MN 55376-4928 • United States
Dekalb, IL • United States
8951 Windsor Pkwy, Johnston, IA 50131-2566 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Minneapolis | MN | 05/2023 | 08/2023 |
| Liberty High School | North Liberty | IA | 06/2016 | 05/2021 |
| Iowa State University | Ames | IA | 06/2021 | 05/2024 |
| Fareway Meat And Grocery | North Liberty | IA | 07/2019 | 08/2020 |
| North Liberty Community Pantry | North Liberty | IA | 08/2020 | 08/2021 |
| Java House And Heirloom Salad Company | North Liberty | IA | 05/2022 | 07/2022 |
| Iowa State University | Ames | IA | 08/2022 | 05/2023 |
| Ameriprise Financial Services, Llc | Johnston | IA | 08/2023 | 05/2024 |
| Ameriprise Financial Services, Llc | Johnston | IA | 05/2024 | 04/2025 |
| Ameriprise Financial Services, Llc | Johnston | IA | 04/2025 | Present |
Outside Employment; Integrity Point LLC; I am an employee. I am an Associate Financial Advisor on the Sales and Advice team.; Manage advisory business; 8951 Windsor Pkwy, , Johnston, IA, 50131; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-01-09 |
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