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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-24 |
| OH | RA | APPROVED | 2020-01-10 |
Branch Locations
445 Hutchinson Ave Ste 200, Columbus, OH 43235 • United States
Marysville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Anthony Insana | Columbus | OH | 05/2017 | 12/2019 |
| Student | Carpentersville | IL | 01/2008 | 05/2017 |
| Axa Advisors, Llc | New York | NY | 04/2018 | 12/2019 |
| Ameriprise Financial Services, Inc | Columbus | OH | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Columbus | OH | 03/2020 | Present |
Business Ownership; Narrow Gate Management; Co-owner; Manage Ameriprise Business; 409 East Cook Road, Suite 300, Fort Wayne, IN, 46825; Investment-Related; 07/16/2026; 60 hours per month; 60 during trading hours. Board of Directors; Surge Connects; President; 123 Professional Pkwy, , Marysville, OH, 43040; Not Investment-Related; 08/20/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; PRACTICE MANAGEMENT ASSOCIATES, LLC; FINANCIAL ADVISOR - ASSOCIATE FINANCIAL ADVISOR, RESPONSIBLE FOR PRACTICE OPERATIONS, CLIENT SERVICE, AND CLIENT INTERACTIONS.; ; 409 EAST COOK ROAD, SUITE 300, , FORT WAYNE, IN, 46825; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-08-03 |
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