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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-07-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Inc. | Keizer | OR | 08/2015 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | Dublin | OH | 04/2023 | Present |
| Sound Capital Management Llc | Nashville | TN | 01/2017 | 03/2023 |
CCF WEALTH MANAGEMENT LLC; INV. RELATED; WESTERVILLE, OH; 100% OWNERSHIP; FINET; START DATE 160 HRS PER MONTH; 140 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-07-14 |
| S66 | Uniform Combined State Law Examination | 2016-03-30 |
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