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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-05-28 |
| IN | RA | APPROVED | 2024-03-11 |
| OH | RA | APPROVED | 2023-05-17 |
Branch Locations
133 Court St Ste 208B, Ottawa, OH 45875 • United States
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
1110 S A St, Richmond, IN 47374-5526 • United States
Troy, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lakeland | FL | 05/2017 | 10/2017 |
| Mount Vernon Nazarene University | Mount Vernon | OH | 09/2014 | 04/2017 |
| Jp Morgan Chase Bank, N.A. | Fairborn | OH | 08/2020 | 05/2023 |
| Jp Morgan Securities, Llc | Fairborn | OH | 08/2020 | 05/2023 |
| Ameriprise Financial Services, Llc. | Dublin | OH | 11/2017 | 07/2020 |
| Abercrombie | Columbus | OH | 05/2016 | 06/2017 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 05/2023 | Present |
Outside Employment; Beyond Wealth Advisors; Associate Financial Advisor; Manage advisory business; 2835 Miami Village Dr, , Miamisburg, OH, 45342; Investment-Related; 01/13/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-05 |
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