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36901 American Way Suite 7, Avon, OH 44011 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-22 |
Branch Locations
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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Sheffield Village | OH | 03/2007 | 06/2021 |
| Landing Point Financial Group, Llc | Avon | OH | 06/2021 | Present |
| Landing Point Financial Group, Llc | Avon | OH | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-02-02 |
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