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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-10-13 |
Branch Locations
445 Hutchinson Ave Ste 500, Columbus, OH 43235 • 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 |
|---|---|---|---|---|
| Benjamin F Edwards & Co.\ | Columbus | OH | 03/2012 | 04/2021 |
| Worthington Wealth Management | Worthington | OH | 04/2021 | 10/2025 |
| Ameriprise Financial Services, Llc | Columbus | OH | 10/2025 | Present |
Outside Employment; Life X Research Corp; Answering and submitting health-related questionnaires.; Healthcare Research; 601 W Courtyard Dr, Building 3, Ste 120, Austin, TX, 78730; Not Investment-Related; 12/02/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2026-04-14 |
| S66 | Uniform Combined State Law Examination | 2011-11-07 |
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