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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2019-01-14
OH RA APPROVED 2000-06-13
  • TX RA
    APPROVED_RES
    Since 2019-01-14
  • OH RA
    APPROVED
    Since 2000-06-13

Branch Locations

8008 N High St, Columbus, OH 43235 • United States

571 S 3Rd St, Columbus, OH 43215 • United States

Blacklick, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Dublin OH 05/2000 03/2020
Ameriprise Financial Services, Llc Gahanna OH 03/2020 Present
Other Businesses

Business Ownership; TRLT Ventures, LLC; Co-owner; Manage Ameriprise Business; 8008 N High Street, , Columbus, OH, 43235; Investment-Related; 12/26/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Jefferson Country Club; Executive Committee Board Member; 7271 Jefferson Meadows Dr, , Blacklick, OH, 43004; Not Investment-Related; 10/08/2025; 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 Street, , Columbus, OH, 43235; Investment-Related; 12/26/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2001-08-23
  • S63 Uniform Securities Agent State Law Examination
    2001-08-23
Other Names
  • Bill Shulack

View on SEC IAPD

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