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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2017-04-21
MI RA APPROVED 2010-06-18
  • OH RA
    APPROVED
    Since 2017-04-21
  • MI RA
    APPROVED
    Since 2010-06-18

Branch Locations

137 W 3Rd St, Perrysburg, OH 43551 • United States

1307 S Main St Ste A, Chelsea, MI 48118 • United States

118 W Maumee St, Adrian, MI 49221 • United States

Adrian, MI • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Adrian MI 09/2005 03/2020
Ameriprise Financial Services, Llc Adrian MI 03/2020 Present
Other Businesses

Real Estate Ownership; Multi-Family; 135 Renfrew Ave, , Adrian, MI, 49221; Investment-Related; 03/01/2021 / Multi-Family; 519 South Madison Ave, , Adrian, MI, 49221; Not Investment-Related; 08/27/2024. Business Ownership; FPGP, Inc.; You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; 137 W. 3rd St., , Perrysburg, OH, 43551; Not Investment-Related; 10/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / FPG Partners, LLC; Owner; You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; 137 W. Third St., , Perrysburg, OH, 43551; Investment-Related; 11/04/2022; 1 to 9 hours per month; 0 during trading hours / Beagle & Associates, Inc.; President and CEO; Employment Agency for staff persons; 1042 Sutton Road Suite 2B, , Adrian, MI, 49221; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 1 to 9 during trading hours / 118 W. Maumee LLC; Management of Property at 118 W. Maumee LLC; This business is an LLC that owns the property at 118 W. Maumee Street in Adrian, MI; 118 W. Maumee Street, , Adrian, MI, 49221; Investment-Related; 09/07/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Quinn's Tax Service LLC; Co-owner; Tax Preparation; 1307 South Main Street, Suite A , Chelsea, MI, 48118; Not Investment-Related; 07/01/2025; 0 hours per month; 0 during trading hours. Outside Employment; FPG Partners, LLC; Owner - You are permitted to establish a legal entity (e.g., LLC,S Corp, Personal Service Corporation) to support yourpractice or team (i.e. manage the day-to-dayoperations and expenses of your practice or team).; ; 137 W Third St, , Perrysburg, OH, 43551; Investment-Related; 11/04/2022; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-08-01
  • S63 Uniform Securities Agent State Law Examination
    1998-08-01
Designations

View on SEC IAPD

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