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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-09-07 |
Branch Locations
4141 Rockside Rd Ste 105, Seven Hills, OH 44131 • United States
Broadview Heights, OH • 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 |
|---|---|---|---|---|
| Key Investment Services Llc | Cleveland | OH | 08/2006 | 09/2018 |
| Ameriprise Financial Services Inc | Strongsville | OH | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Independence | OH | 03/2020 | Present |
Business Ownership; JAC Steward Co; tax enitity for advisory business expenses through ameriprise; tax entity for advisory business expenses; 574 Lenox Ct, , Broadview Heights, OH, 44147; Not Investment-Related; 10/21/2019; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-07 |
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