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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-15 |
| OH | RA | APPROVED | 2022-04-27 |
Branch Locations
1925 Newark Granville Rd, Granville, OH 43023 • United States
Granville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ohio Public Employees Retirement System | Columbus | OH | 08/2014 | 12/2020 |
| Tembo Wealth Management, Llc | Granville | OH | 03/2021 | 02/2022 |
| Ameriprise Financial Services, Llc | Granville | OH | 02/2022 | Present |
Board of Directors; Estates at Olde Orchard Farms HOA; President; 109 Orchard Wood Path, , Granville, OH, 43023; Not Investment-Related; 07/05/2021; 1 to 9 hours per month; 0 during trading hours / NIHA Board; Emeritus Board Member; 936 Sharon Valley Rd, , Newark , OH, 43055; Not Investment-Related; 08/18/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; 123115 LLC; Registered Team Member - AFA; Manage advisory business; 100 Wilson Bridge Rd, , Columbus, OH, 43085; Investment-Related; 01/07/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-13 |
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