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36901 American Way Suite 7, Avon, OH 44011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Toledo | OH | 07/1997 | 06/2021 |
| Landing Point Financial Group, Llc | Avon | OH | 06/2021 | Present |
(1) LPFG, LLC; Not Investment Related; Avon, OH 44011; Consulting; Owner; Jan 2010; 1 to 9 hours per month; 10-19 during trading hours; managing member. (2) Providence Church, Non-Profit; Investment-Related (risk tolerance), Avon, OH 44011; Advisory Committee; December 2021; 1 to 5 hours per month of time spent; >1 during trading hours; oversight of foundation funds- risk tolerance and suggested contributions. (3) Park Hill Real Estate, LLC; Not investment Related, Avon, OH 44011; Real Estate, Owner; December 2021, 1 to 9 hours per month, 1-9 during trading hours, oversight of real estate, collection of rent, and upkeep of properties.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-12-18 |
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