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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2025-10-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Toledo | OH | 10/2023 | Present |
| Caddie Services | Toledo | OH | 05/2015 | Present |
| University Of Toledo Medical Center | Toledo | OH | 10/2015 | 05/2019 |
| University Of Toledo | Toledo | OH | 09/2015 | 08/2020 |
| Meijer | Toledo | OH | 01/2020 | 03/2020 |
| 4C Caddies | Naples | FL | 11/2020 | 05/2021 |
| Hantz Group | Maumee | OH | 10/2018 | 04/2019 |
| Pensa Systems | Toledo | OH | 04/2023 | Present |
Outside Employment; Caddie Master; I am a independent contractor for the company caddie master as a caddie. My role is to assist golfers throughout a round of golf.; Hospitality and Customer Service Business; PO BOx 2987, , Ponte Verda Beach, FL, 32004; Not Investment-Related; 06/01/2015; 10 to 19 hours per month; 0 during trading hours / Pensa Systems; Independent Contractor working as a field data scanner for Pensa Systems collecting data from retail store shelves for retail operations.; Retail; 4704 East Cesar Chaves Street, , Austin, TX, 78702; Not Investment-Related; 03/27/2023; 10 to 19 hours per month; 0 during trading hours / A2 Business LLC; Paraplanner for A2 Business Operations; Manage advisory business; 1310 S Main St Ste 10, , Ann Arbor, MI, 78702; Investment-Related; 03/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-27 |
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