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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-02-09 |
| TX | RA | APPROVED | 2022-02-09 |
Branch Locations
8008 N High St, Columbus, OH 43235 • United States
Delaware, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Distribution Services, Inc. | Columbus | OH | 05/2020 | 10/2021 |
| Sasso Tutoring Services/ Ohio State University | Columbus | OH | 08/2017 | 01/2020 |
| Sedgwick | Columbus | OH | 06/2019 | 01/2020 |
| The Scotts Miracle-Gro Company | Columbus | OH | 05/2018 | 07/2018 |
| Sutherland Wealth Partners | Columbus | OH | 06/2017 | 08/2017 |
| Unemployed | Columbus | OH | 05/2010 | 05/2017 |
| Unemployed | Columbus | OH | 02/2020 | 04/2020 |
| Ameriprise Financial Services, Llc | Gahanna | OH | 10/2021 | Present |
Outside Employment; TRLT Ventures LLC; Employee of TRLT Ventures LLC; Manage advisory business; 8008 N High St, , Columbus , OH, 43235; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2020-07-07 |
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