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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-18 |
| OH | RA | APPROVED | 2018-11-16 |
Branch Locations
5905 E Galbraith Rd Ste 4200, Cincinnati, OH 45236-2375 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 01/2013 | 08/2017 |
| U.S. Bank | Cincinnati | OH | 11/2012 | 08/2017 |
| Spectrum Financial Solutions, Inc. | Cincinnati | OH | 08/2017 | 11/2018 |
| Ameriprise Financial Services Inc | Cincinnati | OH | 11/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 03/2020 | Present |
Board of Directors; WCET; Planned Giving Committee member; 1223 Central Parkway, Cincinnati, OH, ,; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Ohio Lesbian Archives; Treasurer; 1308 Race St, , Cincinnati, OH, 45202; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours / Great Cincinnati Weavers Guild; Finance Committee Chair; 4870 Gray Rd, , Cincinnati, OH, 45232; Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-10-05 |
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