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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-11-10 |
| OH | RA | APPROVED | 2013-04-03 |
Branch Locations
8008 N High St, Columbus, OH 43235 • United States
571 S 3Rd St, Columbus, OH 43215 • United States
Delaware, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Gahanna | OH | 04/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Columbus | OH | 03/2020 | Present |
Business Ownership; TRTL Ventures, LLC; Co-owner; Manage Ameriprise Business; 8008 N High Street, , Columbus, OH, 43235; Investment-Related; 12/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; The Legacy Fund; Treasurer; 1234 E Broad Street Columbus OH 43205, ,; Not Investment-Related; 01/17/2017; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TRLT Ventures LLC; Co-owner; Manage advisory business; 8008 N High Street, , Columbus, OH, 43235; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-08 |
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