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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-05 |
| OH | RA | APPROVED | 2023-08-29 |
Branch Locations
113 N Hambden St, Chardon, OH 44024-1166 • United States
Chardon, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Chardon | OH | 11/2011 | 08/2023 |
| Masters Consulting Group | Chardon | OH | 01/2015 | 08/2023 |
| Ameriprise Financial Services, Llc | Chardon | OH | 08/2023 | Present |
Outside Employment; River Hills Consulting; Financial Advisor; LLC to manage Ameriprise Practice; 740 Centre View Blvd, 5th Floor, Crestview Hills, KY, 41017; Investment-Related; 08/29/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-04 |
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