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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-07-23 |
| TX | RA | APPROVED | 2021-07-23 |
Branch Locations
4010 Main Street, Hilliard, OH 43026 • United States
125 West Mulberry Street, Lancaster, OH 43130 • United States
Lancaster, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jones Cochenour & Co | Lancaster | OH | 12/1989 | 07/2021 |
| Lancaster-Fairfield Chamber Of Commerce | Lancaster | OH | 01/2008 | 07/2021 |
| Jc Wealth Management Group, Llc | Lancaster | OH | 03/2009 | 07/2021 |
| Voya Financial Advisors | Lancaster | OH | 09/2014 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 07/2021 |
| Ameriprise Financial Services Llc | Lancaster | OH | 07/2021 | Present |
Independent Insurance Brokering; Accordia Life and Annuity; 10/13/2018; Long Term Care / American General; 05/02/2016; / Banner; 02/14/2011; / Genworth Life and Annuity Insurance Co; 07/04/2013; / John Hancock; 04/19/2016; / Metropolitan Life Insurance Company; 05/22/2019; / Mutual of Omaha; 10/31/2016; / One America; 02/17/2023; / Principal Life; 05/17/2011; / Principal National Life Ins Company; 04/23/2014; / Reliastar Life Insurance Company/Voya; 09/16/2012; / Security Life of Denver; 05/27/2010; / Symetra Life Insurance Co; 10/28/2016; / Transamerica; 10/07/2009; / United of Omaha; 10/31/2016; / West Coast; 01/01/2015; . Business Ownership; PB&J Properties Ltd; Bookkeeping; Real estate and campground; 125 W Mulberry St, , Lancaster, OH, 43130; Not Investment-Related; 04/01/1998; 1 to 9 hours per month; 0 during trading hours / JC Wealth Management; Financial Advisor; Financial Advisor; 125 W Mulberry St, , Lancaster, OH, 43130; Investment-Related; 01/01/2010; 60 hours per month; 60 during trading hours / Four Way Properties, Ltd; N/A; Commercial Real Estate; 125 W Mulberry St, , Lancaster, OH, 43130; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours / Long Bros Properties, Ltd; Rent real estate; Commercial real estate; 125 W Mulberry St, , Lancaster, OH, 43130; Not Investment-Related; 04/01/2002; 0 hours per month; 0 during trading hours / 4010 Main Street LLC; Rental of office building; Commercial rental; 4010 Main St, , Lancaster, OH, 43130; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 0 during trading hours / JC & Co.; Manage the accounting firm; Tax Preparation; 125 W Mulberry St, , Lancaster, OH, 43130; Not Investment-Related; 12/11/1989; 60 hours per month; 60 during trading hours / Run Your Mouth LLC; Owner; Manage Ameriprise Business; 125 W. Mulberry St., Lancaster, OH 43130, , Lancaster, OH, 43130; Investment-Related; 01/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Founding 5 LLC; Co-owner; Manage Ameriprise Business; 445 Hutchinson Ave, Ste 500, Columbus, OH, 43235; Not Investment-Related; 07/06/2026; 1 to 9 hours per month; 1 to 9 during trading hours / ClearCourse Wealth Advisors LLC; Co-owner; Manage Ameriprise Business; 445 Hutchinson Ave, , Columbus, OH, 43235; Investment-Related; 09/02/2026; 60 hours per month; 60 during trading hours. Board of Directors; Fairfield County Revolving Loan Fund Committee; Member; 210 E Main St, , Lancaster, OH, 43130; Investment-Related; 05/01/2017; 1 to 9 hours per month; 0 during trading hours / Fairhope Hospice; Vice President; 282 Sells Road, , Lancaster, OH, 43130; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee. Outside Employment; JC Wealth Management Group; Member - fixed insurance business from past brokerage; ; 125 W Mulberry St, , Lancaster, OH, 43130; Investment-Related; 01/01/2010; 1 to 9 hours per month; 1 to 9 during trading hours / JC & Company; CEO - Running the accounting firm; Accounting & Tax; 125 W Mulberry St, , Lancaster, OH, 43130; Not Investment-Related; 12/09/1990; 20 to 39 hours per month; 40 to 59 during trading hours / Run Your Mouth LLC; Co-owner; Manage advisory business; 125 W. Mulberry St., Lancaster, OH 43130, , Lancaster, OH, 43130; Investment-Related; 01/20/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-21 |
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