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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-04 |
| TX | RA | APPROVED | 2025-08-04 |
Branch Locations
621 Wooster Pike, Suite 6, Terrace Park, OH 45174 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 05/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Terrace Park | OH | 03/2020 | 08/2025 |
| Lpl Financial Llc | Terrace Park | OH | 08/2025 | Present |
1. 07/2025 - NTAX LLC - Business Entity for Tax Prep - Investment Related - 10 Hour(s)/Month - 0 Hour(s) During Trading - Terrace Park, Ohio 45174 - OBA Start Date: 01/01/2019
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-26 |
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