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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-13 |
| OH | RA | APPROVED | 2021-03-25 |
Branch Locations
8008 N High St, Columbus, OH 43235 • United States
571 S 3Rd St, Columbus, OH 43215 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Columbus | OH | 10/2011 | 04/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 04/2019 |
| Mml Investors Services | Dublin | OH | 05/2019 | 07/2020 |
| Ameriprise Financial Services, Llc | Columbus | OH | 03/2021 | Present |
| Unemployed | Columbus | OH | 07/2020 | 03/2021 |
Business Ownership; TRLT Ventures, LLC; Co-owner; Manage Ameriprise Business; 571 S. 3rd Street, , Columbus, OH, 43215; Investment-Related; 12/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; TRLT Ventures LLC; Co-owner; Manage advisory business; 8008 N High St, , Columbus, OH, 43235; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-04 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-02 |
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