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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-22 |
Branch Locations
11145 Reading Rd, Cincinnati, OH 45241 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | Covington | KY | 07/2015 | 08/2020 |
| Robinhood Financial, Llc | Southlake | TX | 11/2020 | 12/2021 |
| Westpoint Financial | Cincinnati | OH | 09/2020 | 01/2021 |
| Fisher Investments | Plano | TX | 12/2021 | 05/2022 |
| Charles Schwab & Co., Inc. | Westlake | TX | 05/2022 | 06/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Cincinnati | OH | 09/2024 | 03/2026 |
| Sloan And Williams Winery | Grapevine | TX | 09/2022 | 07/2023 |
| Somm Wine Bar And Restaurant | Cincinnati | OH | 11/2023 | 09/2024 |
| Dexian (Contractor For U.S. Bank) | Cincinnati | OH | 04/2024 | 07/2024 |
| Unemployed | Cincinnati | OH | 07/2023 | 11/2023 |
| Bank Of America, N.A. | Cincinnati | OH | 12/2024 | 03/2026 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-08-31 |
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