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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2019-11-27 |
Branch Locations
1110 Castalia Street Suite D, Bellevue, OH 44811 • United States
Bellevue, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates | Bellevue | OH | 08/2006 | 11/2019 |
| Ameriprise Financial Services Inc | Bellevue | OH | 11/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bellevue | OH | 03/2020 | Present |
Business Ownership; JCDIV Ventures, LLC; Owner; LLC to operate an Ameriprise AFG; 10310 County Road 312, , Bellevue, OH, 44811; Investment-Related; 12/09/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Bellevue Academic Boosters Association; member; 250 West Main Street, , Bellevue, OH, 44811; Not Investment-Related; 01/01/2017; 1 to 9 hours per month; 0 during trading hours / Bellevue United Selective Fund; member; 250 West Main Street, , Bellevue, OH, 44811; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours / The Willows of Bellevue Advisory Board; member; 101 Auxiliary Drive, , Bellevue, OH, 44811; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours / Rotary Club of Bellevue, Ohio; member; PO Box 291, , Bellevue, OH, 44811; Investment-Related; 07/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-17 |
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