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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-04-09 |
| OH | RA | APPROVED | 2022-07-15 |
Branch Locations
133 Court St Ste 208B, Ottawa, OH 45875 • United States
1110 S A St, Richmond, IN 47374-5526 • United States
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
Dayton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Miamisburg | OH | 03/2021 | Present |
| Lcnb National Bank | West Alexandria | OH | 10/2016 | 03/2021 |
| Neaton | Eaton | OH | 09/2016 | 10/2016 |
| Wright State University | Dayton | OH | 05/2014 | 09/2016 |
Outside Employment; Beyond Wealth Advisors, LLC; Associate Financial Advisor - Client services; Associate Financial Advisor with Beyond Wealth Advisors LLC, a private wealth advisory practice of Ameriprise Financial Services, LLC; 2835 Miami Village Dr, Suite 101, Miamisburg, OH, 45342; Investment-Related; 01/13/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-12 |
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