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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2025-02-10 |
| MD | RA | APPROVED | 2021-02-08 |
| OH | RA | APPROVED | 2021-02-08 |
| TX | RA | APPROVED_RES | 2021-02-08 |
Branch Locations
25201 Chagrin Blvd Ste 350, Cleveland, OH 44122 • United States
11630 Chillicothe Road Suite 100, Chesterland, OH 44026 • United States
12751 Marblestone Drive Suite 200, Woodbridge, VA 22192-8337 • United States
Ellicott City, MD • United States
3200 W Market St Ste 7, Fairlawn, OH 44333 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1St Global Capital Corp | Beachwood | OH | 07/2009 | 10/2019 |
| 1St Global Advisors, Inc. | Beachwood | OH | 07/2009 | 10/2019 |
| Avantax Insurance Services, Inc. | Beachwood | OH | 07/2009 | 01/2021 |
| Avantax Advisory Services | Beachwood | OH | 10/2019 | 01/2021 |
| Avantax Investment Services, Inc. | Beachwood | OH | 10/2019 | 01/2021 |
| Ameriprise Financial Services, Llc | Columbus | OH | 01/2021 | Present |
Outside Employment; Certainty of the Uncertainty, LLC; Employee of legal entity; Compensation received from an advisor owned entity established to manage the practice; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-22 |
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