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1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-02 |
Branch Locations
1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westlake | OH | 07/2015 | 11/2023 |
| Balanced Wealth Group Llc | Westlake | OH | 11/2023 | Present |
1) Licensed insurance professional; same address; less than 10% of business time. 2) Real Estate Ownership; Lot/Land; 506 Buckeye Drive, , Sheffield Lake, OH, 44054; Not Investment-Related; 03/16/2018. 3) BOOK: "Proverbs: Wisdom for Prosperity"; Selling a book I wrote; 3226 Dayton Ave Lorain, Ohio 44055 ; Not Investment-Related; 08/09/2017; 0 during trading hours; 1 to 9 hours per month. 4) Book -Proverbs: Wisdom for the Graduate; A Book; 3226 Dayton Ave, , Lorain, OH, 44055; Not Investment-Related; 02/10/2020; 0 during trading hours; 1 to 9 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-15 |
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