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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-14 |
| OH | RA | APPROVED | 2013-04-04 |
Branch Locations
6060 Renaissance Pl Ste H, Toledo, OH 43623 • United States
Walbridge, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Toledo | OH | 03/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Toledo | OH | 03/2020 | Present |
Outside Employment; A2 Business, LLC; Associate Financial Advisor - Holding meetings, providing investment advice, maintaining client suitability information, writing financial plans, and other duties commensurate to an associate financial advisor.; ; 1310 S Main St Ste 14, , Ann Arbor, MI, 48104; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours. Other Business Activities; Podcasting/Youtube; Discussing current events, films, and popular culture on an internet radio show/podcast; Cherokee Ave, , Walbridge, OH, 43465; Not Investment-Related; 07/13/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-08-03 |
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