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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-08 |
| OH | RA | APPROVED | 2022-06-17 |
Branch Locations
6184 Muhlhauser Rd Ste A, West Chester, OH 45069 • United States
Liberty Twp, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Bank | West Chester | OH | 06/2009 | 10/2019 |
| U.S. Bancorp Investments, Inc. | West Chester | OH | 07/2017 | 10/2019 |
| Fidelity Brokerage Services, Llc. | Covington | KY | 10/2019 | 06/2022 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 06/2022 | Present |
Outside Employment; BFM & Associates; Associate Financial Advisor - Advising clients on financial planning needs. Creating financial plans and offering investment strategy recommendations to reach their goals.; ; 6184 Muhlhauser Rd, , West Chester, OH, 45011; Investment-Related; 06/15/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-21 |
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