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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED_RES | 2023-08-11 |
| OH | RA | APPROVED | 2020-07-13 |
Branch Locations
2100 Georgetowne Dr Ste 202, Sewickley, PA 15143 • United States
4137 Boardman Canfield Rd Ste 109, Canfield, OH 44406 • United States
Hudson, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ohio State University | Columbus | OH | 08/2016 | 05/2020 |
| Dr. Paul Mahar And Dr. Maureen Matthews Office | Boardman | OH | 05/2017 | 08/2017 |
| Intellectual Wealth Group | Canfield | OH | 06/2016 | 10/2017 |
| Ameriprise Financial Services, Inc. | Canfield | OH | 07/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Canfield | OH | 03/2020 | Present |
Other Business Activities; Hudson Garden Club Planning Committee; I am joining Hudson Garden Club, which is a club that donates towards the beautification of the city and gives scholarships to students/grants as the budget allows that aligns with their mission. I would be joining as a general member, and as part of the party planning committee to host events each year to raise money (coordinating with other members to put together and organize the event/food/decor). I also answered no to myself owning a website for the club, as I do not have any input/control over the website for Hudson Garden Club, but here is the link to the club's website: https://hudsongardenclub.org/; Hudson Garden Club , P.O Box 651, Hudson, OH, 44236; Not Investment-Related; 06/25/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-23 |
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