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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-04-08 |
Branch Locations
255 Executive Drive, Marion, OH 43302 • United States
90 Hidden Ravines Dr, Powell, OH 43065 • United States
Marion, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marion | OH | 03/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Marion | OH | 03/2020 | Present |
Business Ownership; Executive Alpha Group, Inc.; Officer of company that will be eventually taking the position of The Strategic Advisor Group as operating company for DBA Lehman Capital Management Group; Operating company that will be paying for staffing and building operations. The Executive Alpha Group will eventually be replacing The Strategic Advisor Group which currently plays this role.; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 04/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / GreySquare Holdings, LLC; Real Estate Management; Real Estate Holding Company; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / TriCrescent Properties; Owner; Real Estate; 2880 Mautz Yeager Rd, , Marion, OH, 43302; Not Investment-Related; 06/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Executive Alpha Group, Inc; Partner - Operational Manager; ; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 01/01/2020; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-12 |
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