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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-08 |
| OH | RA | APPROVED | 2022-07-19 |
Branch Locations
125 West Mulberry Street, Lancaster, OH 43130 • United States
Pickerington, OH • United States
4010 Main Street, Hilliard, OH 43026 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 07/2016 | 07/2022 |
| Ameriprise Financial Services | Lancaster | OH | 07/2022 | 07/2022 |
| Ameriprise Financial Services, Llc | Lancaster | OH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Lancaster | OH | 07/2022 | Present |
Outside Employment; Upper Arlington Schools; substitue bus driver - drive students to school in morning; ; 1619 Zollinger Rd, , upper arlington, OH, 43221; Not Investment-Related; 03/01/2023; 40 to 59 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-07-22 |
| S65 | Uniform Investment Adviser Law Examination | 1995-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-19 |
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