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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
8420 Washington St, Chagrin Falls, OH 44023-4512 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-05-08 |
Branch Locations
Bainbridge 8420 E. Washington St., Chagrin Falls, OH 44023 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Karen Suttman - Thrivent Financial | Mentor | OH | 08/2015 | 12/2016 |
| Thrivent Investment Management Inc | Cleveland | OH | 12/2016 | 10/2017 |
| Thrivent Financial | Appleton | WI | 05/2013 | 09/2017 |
| Thrivent Financial | Appleton | WI | 09/2017 | 11/2017 |
| W&S Brokerage Services | Cincinnati | OH | 01/2018 | 04/2018 |
| Western & Southern Life | Willoughby | OH | 11/2017 | 04/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Chagrin Falls | OH | 05/2018 | 10/2021 |
| Bank Of America, N.A. | Chagrin Falls | OH | 08/2018 | 10/2021 |
| Key Investment Services Llc | Brooklyn | OH | 01/2022 | 05/2022 |
| Keybank | Lyndhurst | OH | 01/2022 | 05/2022 |
| Fidelity Investments | Cleveland | OH | 10/2021 | 11/2021 |
| Key Investment Services Llc | Brooklyn | OH | 05/2022 | 04/2023 |
| Keybank | Lyndhurst | OH | 05/2022 | 06/2022 |
| Keybank | Mentor | OH | 06/2022 | 04/2023 |
| The Huntington Investment Company | Columbus | OH | 05/2023 | Present |
| Ameriprise Financial Services, Llc | Chagrin Falls | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-10 |
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