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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-09-24 |
| TX | RA | APPROVED | 2021-09-24 |
Branch Locations
125 West Mulberry Street, Lancaster, OH 43130 • United States
Hilliard, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jc Wealth Management | Hilliard | OH | 10/2012 | 09/2021 |
| Jcc Insurance Services, Llc | Lancaster | OH | 03/2014 | 09/2021 |
| Voya Financial Advisors | Hilliard | OH | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 09/2021 |
| Ameriprise Financial Services Llc | Lancaster | OH | 09/2021 | Present |
Independent Insurance Brokering; aetna; 01/01/2005; / anthem; 01/01/2005; / Guardian; 01/01/2008; / Medical Mutual of Ohio; 01/01/2005; / principal; 01/01/2010; / protective life; 01/01/2015; / United Health Care; 01/01/2005; Group.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-07-24 |
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