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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-18 |
| MI | RA | APPROVED | 2024-05-17 |
Branch Locations
7700 Byron Center Ave Sw, Byron Center, MI 49315 • United States
Jenison, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Byron Center | MI | 08/2023 | Present |
| Hudsonville Public Schools | Hudsonville | MI | 01/2013 | 08/2018 |
| Ferris State University | Big Rapids | MI | 09/2018 | 08/2019 |
| University Of Pittsburgh | Pittsburgh | PA | 09/2019 | 12/2019 |
| Davenport University | Grand Rapids | MI | 01/2020 | 11/2021 |
| Pennell Cpa | Grand Rapids | MI | 12/2021 | 09/2022 |
| Unemployed | Grand Rapids | MI | 10/2022 | 01/2023 |
| Monroe, Sweeris & Tromp | Grand Rapids | MI | 02/2023 | 04/2023 |
| Unemployed | Grand Rapids | MI | 05/2023 | 07/2023 |
Outside Employment; Jaycob Willis Holdings LLC; Provide financial planning and investment services to clients.; Associate Financial Advisor; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Investment-Related; 02/14/2024; 60 hours per month; 60 during trading hours / Tax Planning Solutions LLC; Tax Professional; Tax Preparation; 7700 Byron Center Ave SW, , Byron Center, MI, 49315; Not Investment-Related; 07/27/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-17 |
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