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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-27 |
| MI | RA | APPROVED | 2025-05-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Choiceone Bank | Grand Rapids | MI | 05/2021 | Present |
| Greenfield Landscape Services Inc | Goshen | IN | 05/2020 | 08/2020 |
| Greenfield Landscape Services Inc | Goshen | IN | 05/2019 | 08/2019 |
| Grand Valley State University | Allendale | MI | 08/2018 | 08/2022 |
| Unemployed | Goshen | IN | 08/2014 | 08/2018 |
| Osaic Institutions, Inc | Meriden | CT | 08/2024 | 05/2025 |
| Ameriprise Financial Services, Llc | Holland | MI | 05/2025 | Present |
Independent Insurance Brokering; Aspida Life and Health; 06/30/2025; Fixed Annuity. Outside Employment; ChoiceOne Bank; Financial Advising; Investment realated; 151 Central Ave, , Holland, MI, 49423; Investment-Related; 05/17/2021; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-21 |
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