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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-09 |
| TX | RA | APPROVED_RES | 2026-05-29 |
Branch Locations
2875 W. Dublin-Granville Rd , Columbus, OH 45235 • United States
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Northrock Partners, Llc | Minneapolis | MN | 04/2026 | Present |
| Ameriprise Financial Services, Inc. | Dublin | OH | 09/2005 | 09/2017 |
| Collaborative Financial Partners Llc | Columbus | OH | 09/2017 | 12/2022 |
| Vantage Financial Partners, Llc | Columbus | OH | 01/2023 | 03/2026 |
Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative. Collaborative Insurance Partners; Not Investment Related; Columbus, Ohio; Insurance Sales; 10 Hours Per Month, All During Trading Hours. AM Investor Group; 13230 Watertown Plank Rd Elm Grove, WI 53122; Investment-related; Since 2025; Investor owner; Investor in AI firm developing agentic based services; 1 hours/month devoted to other business; 0 hours during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-11-15 |
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