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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-30 |
| IN | RA | APPROVED | 2019-02-04 |
| OH | RA | APPROVED | 2018-05-09 |
Branch Locations
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
1110 S A St, Richmond, IN 47374-5526 • United States
133 Court St Ste 208B, Ottawa, OH 45875 • United States
Westchester, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Glendale | CA | 06/2007 | 04/2017 |
| Key Investment Services, Llc | Canton | OH | 05/2017 | 04/2018 |
| Ameriprise Financial Services Inc | Dayton | OH | 05/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 03/2020 | Present |
Business Ownership; Alan Loop Holdings, LLC; Owner; Manage Ameriprise Business; 7607 Wildridge Dr, , West Chester, OH, 45069; Investment-Related; 01/31/2025; 1 to 9 hours per month; 0 during trading hours / Walsh Legacy LLC; Co-owner; Manage Ameriprise Business; 2835 Miami Village Dr, , Miamisburg, OH, 45342; Investment-Related; 10/15/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Moose Eye Capital LLC/Joshua J Lake; Associate Financial Advisor - meet with and service client accounts; ; 2835 Miami Village Dr Ste 101, , Miamisburg, OH, 45342; Investment-Related; 04/23/2018; 60 hours per month; 60 during trading hours / Beyond Wealth Advisors LLC; w2 employee; Manage advisory business; 2835 Miami Village Dr, Suite 101, Miamisburg, OH, 45342; Investment-Related; 07/04/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-17 |
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