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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-29 |
Branch Locations
45 N Pennsylvania St, Indianapolis, IN 46204-3139 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-09-14 |
| IN | RA | APPROVED | 2009-01-07 |
Branch Locations
Indianapolis Main 45 N Pennsylvania Street, Indianapolis, IN 46204 • 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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 01/2009 | Present |
| Ameriprise Financial Services, Llc | Indianapolis | IN | 06/2026 | Present |
I CURRENTLY OWN A RENTAL PROPERTY LISTED IN MY AND MY WIFE HEIDI'S NAME. THIS IS A NON INVESTMENT RELATED BUSINESS AND HAS THE ADDRESS OF 6460 VALLEYWOOD CT, AVON, IN 46123. I AM THE OWNER OF THIS ENTITY. I STARTED THIS BUSINESS IN 2003 AND CURRENTLY DEVOTE APPROXIMATELY 1 HOUR A MONTH TO THIS BUSINESS DURING NON TRADING HOURS. MY DUTIES INCLUDE COLLECTING RENT AND GENERAL MANAGEMENT. JON AND HEIDI SHORT RENTAL PROPERTY POSITION: Owners NATURE: Rental Property INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2004 ADDRESS: 5295 Boulder Ct, Plainfield IN 46168, United States DESCRIPTION: Single family Rental home ENIS FURLEY FOUNDATION POSITION: Board member NATURE: Board Member / Committee Member INVESTMENT RELATED: No NUMBER OF HOURS: 1 SECURITIES TRADING HOURS: 0 START DATE: 01/01/1999 ADDRESS: 2015 W Skyview Drive, Jasper IN 47546, United States DESCRIPTION: Not for profit organization created by Scott Rolen to help families dealing with illness,hardship, or other special needs.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-10-10 |
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