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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2024-09-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Terre Haute | IN | 02/2024 | Present |
| Sycamore Insurance Associates | Terre Haute | IN | 09/2022 | 02/2024 |
| Abel Reed Williams Llc | Terre Haute | IN | 03/2019 | 09/2022 |
| The Maple Center | Terre Haute | IN | 07/2018 | 04/2019 |
| B&B Foods Inc. | Terre Haute | IN | 07/2018 | 09/2019 |
| Stadler & Company | Terre Haute | IN | 01/2016 | 01/2019 |
Outside Employment; Victory Grand Slam LLC; Paraplanner supporting advisory practice; Manage advisory business; 2335 E Margaret Drive, , Terre Haute, IN, 47802; Investment-Related; 02/20/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-24 |
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