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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-12-05 |
Branch Locations
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
3174 Mack Rd Ste 2, Fairfield, OH 45014 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Clear Channel Communications | San Antonio | TX | 04/2003 | 09/2019 |
| Key Investment Services, Llc | Hamilton | OH | 08/2016 | 02/2024 |
| Keybank | Hamilton | OH | 08/2016 | 02/2024 |
| Key Investment Services, Llc | Brooklyn | OH | 02/2024 | 12/2025 |
| Keybank | Hamilton | OH | 02/2024 | 12/2025 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 12/2025 | Present |
Independent Insurance Brokering; USA Life Insurance; 03/02/2026; Fixed Annuity. Business Ownership; Walsh Legacy LLC; Co-owner; Manage Ameriprise Business; 2835 Miami Village Dr, , Miamisburg, OH, 45342; Investment-Related; 10/17/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Fountainside LLC; Owner; Manage Ameriprise Business; 3940 Thinnes Ct, , Hamilton, OH, 45013; Investment-Related; 11/14/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Beyond Wealth Advisors LLC; W2 employee; Manage advisory business; 2835 Miami Village Dr, , Miamisburg, OH, 45342; Investment-Related; 12/05/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-28 |
| S63 | Uniform Securities Agent State Law Examination | 2001-03-22 |
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