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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-12 |
| KS | RA | APPROVED | 2025-12-15 |
Branch Locations
5700 W 112Th St Ste 130, Overland Park, KS 66211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Overland Park | KS | 05/2024 | Present |
| Dick's Sporting Goods | Leawood | KS | 05/2021 | 02/2025 |
| Element Fitness | Lenexa | KS | 07/2022 | 11/2022 |
| Culver's Restaurants | Overland Park | KS | 05/2019 | 05/2021 |
| Owensboro Public Schools | Owensboro | KY | 03/2015 | 05/2017 |
| Blue Valley School District | Overland Park | KS | 05/2017 | 05/2021 |
Outside Employment; Creative Collaboration; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts.; Associate Financial Advisor - Role is (Financial Advisor - Advisory Services) this is compensation paid to me for providing client service support, analysis and recommendations as it relates to Financial planning and Managed Accounts. This work includes: directing staff duties on a day to day basis, executing paperwork, completing analysis, providing recommendations, meeting with clients, answering ad hoc questions/calls from clients and ensuring key compliance expectations are being met; 5700 W 112th St, , Overland Park, KS, 66211; Investment-Related; 06/03/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 2025-11-14 |
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