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1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-02 |
Branch Locations
1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Westlake | OH | 06/2018 | 11/2023 |
| The Ohio State University | Columbus | OH | 08/2016 | 05/2018 |
| Balanced Wealth Group Llc | Westlake | OH | 11/2023 | Present |
| Daugherty, Sieverts Wealth Advisors | Canton | OH | 06/2016 | 05/2018 |
1) Licensed insurance professional; same address; less than 10% of business time. 2) Board of Directors; The City Mission; Associate Board Member; Cleveland, OH 44103; Not Investment Related; June 2022; 4 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-08 |
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