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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-04 |
| KY | RA | APPROVED | 2021-04-29 |
| OH | RA | APPROVED | 2021-04-29 |
Branch Locations
6184 Muhlhauser Rd Ste A, West Chester, OH 45069 • United States
Florence, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Blue Ash | OH | 07/2006 | 07/2020 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 07/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 04/2021 | Present |
| Neat Method Of Cincinnati | Cincinnati | OH | 08/2020 | 03/2021 |
Outside Employment; BFM & Associates, LLC; Associate Financial Advisor - Financial planning; ; 6184 Muhlhauser Road, , West Chester, OH, 45069-4841; Investment-Related; 05/13/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2006-11-22 |
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