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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-10 |
| TX | RA | APPROVED | 2022-01-10 |
Branch Locations
4141 Rockside Rd Ste 105, Seven Hills, OH 44131 • United States
Highland Hts, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Burkhart & Co. | Cleveland | OH | 01/2015 | 07/2017 |
| Citizens Securities, Inc. | Mayfield Heights | OH | 07/2017 | 01/2022 |
| Ameriprise Financial Services Llc | Independence | OH | 01/2022 | Present |
Independent Insurance Brokering; Guardian Life Insurance Co of America; 02/02/2023; Whole Life. Other Business Activities; Lender and Lien Holder; Lender: Financing for purchase of rental property that I will not own or manage. I am the lender and will be first lien holder on the properties.; 5470 Wilson Mills Rd, , Highland Heights, OH, 44143; Not Investment-Related; 02/11/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-23 |
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