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24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-09-24 |
Branch Locations
24400 Chagrin Blvd. Suite 310, Beachwood, OH 44122 • United States
Dayton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Centerville | OH | 06/2009 | 09/2023 |
| Mgo One Seven Dba Feldmeyer Financial Group | Beachwood | OH | 09/2023 | Present |
| Purshe Kaplan Sterling Investments, Inc. | Dayton | OH | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-17 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-12 |
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