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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-02-03 |
Branch Locations
3201 Enterprise Pkwy Suite 400 [Satellite], Beachwood, OH 44122 • United States
555 Second Avenue Suite D-300, Collegeville, PA 19426 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Twinsburg | OH | 01/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Cleveland | OH | 03/2020 | 09/2024 |
| Lineweaver Wealth Advisors | Valley View | OH | 09/2024 | 11/2025 |
| Wells Fargo Advisors Financial Network, Llc | Beachwood | OH | 11/2025 | Present |
1.) Board of Directors; Tipton; Rebecca; Member of Finance/Stewardship Ministry Team at Mantua Center Christian Church; 4118 State Route 82, , Mantua, OH, 44255; Not Investment-Related; 04/16/2020; 1 to 9 hours per month; 0 during trading hours. 2.) Member of Mantua Center Christian Church "Smile Team"; Work with a group of volunteers to develop service projects to benefit church and community members. Activities to include delivering treat baskets; mailing cards; organizing donation drop-off events; holding coffee & donut giveaways.; 4118 State Route 82, , Mantua, OH, 44255; Not Investment-Related; 01/15/2021; 0 during trading hours; 1 to 9 hours per month. 3.) Independent Insurance Agent; Investment Related; Start Date 03/20003; Accident & Health, Life, and Variable
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-08-18 |
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