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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-06 |
| OH | RA | APPROVED | 2012-08-15 |
Branch Locations
6184 Muhlhauser Rd Ste A, West Chester, OH 45069 • United States
Hamilton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 03/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | West Chester | OH | 03/2020 | Present |
Business Ownership; Arrow Bros., LLC; Building management; Real estate holding company; 6184 Centre Pointe Drive, , West Chester, OH, 45069; Investment-Related; 09/27/2021; 1 to 9 hours per month; 0 during trading hours / BFM & Associates, LLC; operate my financial planning practice (hire staff, pay expenses, etc); LLC formed to operate my financial planning practice (hire staff, pay expenses, etc); 6184 Muhlhauser Road, , West Chester, OH, 45069; Investment-Related; 12/31/2021; 0 hours per month; 0 during trading hours. Board of Directors; Badin High School Investment Committee; Committee member; 571 New London RoadHamilton, Ohio 45013, ,; ; 10/01/2015; 1 to 9 hours per month; 0 during trading hours. Outside Employment; BFM; Owner - Operation and staffing of a financial planning business and a board member; ; 6184 Muhlhauser Road, , West Chester, OH, 45069; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-08-13 |
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