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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-04-15 |
| OH | RA | APPROVED | 2009-03-25 |
Branch Locations
1925 Newark Granville Rd, Granville, OH 43023 • United States
1500 Lake Shore Dr Ste 450, Columbus, OH 43204-3800 • United States
Upper Arlington, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Worthington | OH | 04/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Worthington | OH | 03/2020 | Present |
Independent Insurance Brokering; Midland National Life Insurance Company; 09/01/2016; . Business Ownership; 5034, LLC; Owner; LLC to manage financial advisory practice; 2099 Guilford Road, , Upper Arlington, OH, 43221; Not Investment-Related; 12/01/2016; 1 to 9 hours per month; 0 during trading hours / 123115, LLC; Owning the LLC; Consulting; 100 Old Wilson Bridge Road, Suite 100, , Worthington, OH, 43085; Investment-Related; 10/01/2021; 40 to 59 hours per month; 40 to 59 during trading hours / Wolf Cola Holdings, LLC; Owner; Manage Ameriprise Business; 100 Old Wilsonbridge Road, Suite 100 , Worthington, OH, 43085; Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours / 1925NG; Co-owner; Real Estate; 1925 Newark Granville Rd, , Granville, OH, 43023; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; FPA Central Ohio; Program Chair; 2001 Crokcer Rd, Suite 510, Westlake, OH, 44145; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; 123115, LLC; Owner; ; 100 Old Wilson Bridge Road, Suite 100, , Worthington, OH, 43085; Investment-Related; 10/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-30 |
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