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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-24 |
| CA | RA | APPROVED | 2025-01-21 |
| TX | RA | APPROVED_RES | 2006-09-28 |
| OH | RA | APPROVED | 1999-10-06 |
Branch Locations
8008 N High St, Columbus, OH 43235 • United States
92 N Court Street, Athens, OH 45701 • United States
571 S 3Rd St, Columbus, OH 43215 • United States
30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124-5777 • United States
Laguna Beach, CA • United States
New York, NY • United States
24025 Park Sorrento Ste 320, Calabasas, CA 91302 • United States
Athens, OH • United States
168 W Main St, Lancaster, OH 43130 • United States
Columbus, OH • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Gahanna | OH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Gahanna | OH | 03/2020 | Present |
Real Estate Ownership; Single Family; 30 Utah Place Athens, OH 45701, ,; Not Investment-Related; 08/20/2015 / Commercial; 8008 North High Street, , Columbus, OH, 43235; Not Investment-Related; 02/02/2022 / Commercial; 571 S. Third Street Columbus, OH 43215Commercial property that I, ,; Not Investment-Related; 09/30/2017. Business Ownership; CEO; checking account opened to participate in Ameriprise GDC program through Employshare - allows us to pay GDC compensation to AFA's; 81 Mill Street, , Gahanna, OH, 43230; Investment-Related; 07/19/2013; 60 hours per month; 60 during trading hours / President - oversee the running of the property ; Per our CPA's recommendation, Zenner House LLC owns the 30 Utah Place now. It will rent to Chaddock Enterprises LLC use of the space at a monthly rate of $10k. Chaddock Enterprises LLC can then lease space to community as a venue option in that area. Chaddock Enterprises LLC will also utilize the space for meetings/employee outings and client events.; 30 Utah Place, , Athens, OH, 45701; Not Investment-Related; 12/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / A mortgage was needed for the purchase of the property. It is currently through Telhio Credit Union; used for tax purposes to title real estate ownership - property will be owned by LLC and lease to Chaddock Enterprises LLC for office space; 571 S Third Street, , Columbus, OH, 43215; Investment-Related; 09/29/2017; 1 to 9 hours per month; 0 during trading hours / Owner; Created an LLC for tax/liability purposes; 571 S 3rd St, , Columbus, OH, 43215; Not Investment-Related; 07/14/2014; 60 hours per month; 40 to 59 during trading hours / A bank loan will be acquired for the purchase of the building from Telhio Credit Union; Used for managing property; 8008 N High Street, , Columbus, OH, 43235; Investment-Related; 12/08/2021; 1 to 9 hours per month; 0 during trading hours / CEO - source clients and consulting; Consulting; 571 S Third St, , Columbus, OH, 43215; Not Investment-Related; 03/07/2014; 10 to 19 hours per month; 1 to 9 during trading hours / Owner; This is a design company --- room and furniture layout and design to create a perfect space to live or work in. ; 1632 S Ocean Blvd, , Palm Beach, FL, 33480; Not Investment-Related; 03/27/2024; 1 to 9 hours per month; 0 during trading hours / Co-owner; Manage Ameriprise Business; 8008 N High St, , Columbus, OH, 43235; Investment-Related; 11/07/2024; 60 hours per month; 40 to 59 during trading hours. Board of Directors; Chaddock; Jeffery; Member Advancement Committee; 480 E Broad Street, , Columbus, OH, 43215; Not Investment-Related; 06/19/2020; 1 to 9 hours per month; 0 during trading hours / Chaddock; Jeffery D; emeriti - no longer attend meetings; athens, oh 45701, ,; Not Investment-Related; 05/14/2015; 1 to 9 hours per month; 0 during trading hours / Chaddock; Jeffery D; Board Member; PO Box 456; Not Investment-Related; 02/15/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Chaddock; Jeffery D; trustee; Lin Hall, Ohio University Athens, OH 45701, ,; Not Investment-Related; 06/01/2015; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Publish a book through Achieving WOW ONE LLC; plan to publish a book written by me with regards to growing your business through low cost, high impact marketing ideas - 5/14/15 UPDATE: book is in editing now and should have a publish date soon - name of book is called THE MARTINI EFFECT - no website yet, but will be creating one as part of achieving wow llc (see notes in business ownership tab); 81 Mill St. Ste 100Gahanna, OH 43230, ,; 10/01/2014; 0 during trading hours; 1 to 9 hours per month / Passion Works Fundraising Committee; Co-chairing fundraising campaign for Passion Works, a non-profit supporting individuals with special needs. ; 30 Utah Place , , Athens, OH, 45701; Not Investment-Related; 08/01/2024; 1 to 9 during trading hours; 10 to 19 hours per month.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-07-22 |
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