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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-01 |
| OH | RA | APPROVED | 2012-07-10 |
Branch Locations
92 N Court Street, Athens, OH 45701 • United States
Athens, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Athens | OH | 03/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Athens | OH | 03/2020 | Present |
Business Ownership; TRLT Ventures, LLC; Co-owner; Manage Ameriprise Business; 8008 N. High Street, , Columbus, OH, 43235; Investment-Related; 12/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; The Athens County Historical Society and Museum; President of board of trustees; 24 W. State St., , Athens, OH, 45701; Not Investment-Related; 06/10/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Habitat for Humanity of Southeast Ohio; board member; 14440 St Rt 13, , Millfield, OH, 45761; Investment-Related; 07/01/2018; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TRLT Ventures LLC; Co-owner; Manage advisory business; 8008 N. High Street, , 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 | 2012-06-05 |
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