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1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-02 |
Branch Locations
1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Westlake | OH | 09/2005 | 11/2023 |
| Balanced Wealth Group Llc | Westlake | OH | 11/2023 | Present |
1) DPGH Group, LLC; CEO/President; Westlake, OH 44145; Investment Related; December 2022; 10-19 hours per month; 1-9 during trading hours. Independent Insurance Brokering; Gaurdian Life Insurance Company of America; December 2021; Whole Life. 2) Board of Directors; Lakewood/Rocky River Rotary Foundation; Board Member; Rocky River, OH 44116; Investment Related; September 2015; 1-9 hours per month; 0 during trading hours. 3) Ohio University College of Business Finance Advisory Council; Board Member; Athens, OH 45701; Not Investment Related; June 2014; 1-9 hours per month; 1-9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-31 |
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