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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Fremont | CA | 08/2014 | 08/2021 |
| Securities America, Inc. | Worthington | OH | 08/2021 | 06/2024 |
| Securities America Advisors | Worthington | OH | 08/2021 | 06/2024 |
| Ameriprise Financial Services, Llc | Worthington | OH | 11/2025 | Present |
| Osaic Wealth, Inc. | Worthington | OH | 06/2024 | 11/2025 |
Outside Employment; CNB; Financial Advisor; Manage advisory business; 6600 North High Street, , Worthington, OH, 43085; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-12-30 |
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