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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2020-04-21 |
| TX | RA | APPROVED_RES | 2020-04-20 |
Branch Locations
10229 Vine St, Huntley, IL 60142 • United States
Huntley, IL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Woodstock | IL | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Woodstock | IL | 11/2016 | 04/2020 |
| Ameriprise Financial Services Inc | Huntley | IL | 04/2020 | 04/2020 |
| Ameriprise Financial Services, Llc | Huntley | IL | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Huntley | IL | 04/2020 | Present |
Business Ownership; Green Marble Partners Inc.; To manage the business end of my Franchise.; To manage the business and payroll of my Franchise.; 10229 VINE ST, , Huntley, IL, 60142; Investment-Related; 10/13/2020; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Green Marble Partners Inc.; President - The financial end of my practice like payroll, rent and expenses.; ; 10229 Vine Street, , Huntley, IL, 60142; Investment-Related; 10/09/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-06-09 |
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