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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-10-17 |
Branch Locations
22 W 9Th St, Cincinnati, OH 45202 • United States
Montgomery, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services | Covington | KY | 10/2007 | 07/2023 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2023 |
| Horter Investment Management, Llc | Cincinnati | OH | 07/2023 | 09/2024 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 10/2024 | Present |
Outside Employment; Maketewah C.C.; Work as an hourly employee of the club.; Have a Seasonal Part time position on the weekends in the summer at Maketewah C.C. as the Caddie Superintendent and outside services team member.; 5401 Reading Road, , Cincinnati, OH, 45237; Not Investment-Related; 08/01/2006; 40 to 59 hours per month; 0 during trading hours / Golf Channel Starlink Support; I will drive a cart on the golf course to support shot tracking with tools on cart.; Trackman assistant at a Golf Tournament driving Starlink cart.; 5401 Reading Rd, , Cincinnati, OH, 45237; Not Investment-Related; 05/13/2026; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2004-06-29 |
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