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Katherine Ann Taylor

Ameriprise Financial Services, LLC

Columbus, OH

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2024-06-04
  • OH RA
    APPROVED
    Since 2024-06-04

Branch Locations

530 W Spring Street Suite 160, Columbus, OH 43215 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Columbus OH 05/2023 Present
Shade On The Canal Canal Winchester OH 09/2020 08/2023
Ohio University Athens OH 08/2018 05/2022
Teays Valley High School Ashville OH 08/2014 05/2018
  • 05/2023 → Present
    Ameriprise Financial Services, Llc
    Columbus, OH
  • 09/2020 → 08/2023
    Shade On The Canal
    Canal Winchester, OH
  • 08/2018 → 05/2022
    Ohio University
    Athens, OH
  • 08/2014 → 05/2018
    Teays Valley High School
    Ashville, OH
Other Businesses

Real Estate License; Yes.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-06-03
  • S66 Uniform Combined State Law Examination
    2024-06-03
Other Names
  • Katherine Ann Taylor
  • Kate Taylor
  • Katherine A Taylor
  • Katherine Taylor

View on SEC IAPD

Other Firms

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EDELMAN FINANCIAL ENGINES
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES
SIGNATURE EQUITY PARTNERS, LLC
STRATEGIC ADVISERS LLC
PARK AVENUE SECURITIES LLC
W&S BROKERAGE SERVICES, INC.
RBC CAPITAL MARKETS, LLC

Other Investors

CARL DAVID WEISE
BEVERLY ANN RESSLER
DANIELLE BALL
HEATHER LYNN WITTEN
BRENT WAGNER
BRIAN ALOYSIUS CARRETTA
ANDREW C WAGES
Alan Robert Beymer

Other Offices

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · COLUMBUS, OH
EDELMAN FINANCIAL ENGINES · COLUMBUS, OH
ACCOLADE ASSET/LIABILITY ADVISORY SERVICES · COLUMBUS, OH
SIGNATURE EQUITY PARTNERS, LLC · Columbus, OH
STRATEGIC ADVISERS LLC · COLUMBUS, OH
PARK AVENUE SECURITIES LLC · COLUMBUS, OH
W&S BROKERAGE SERVICES, INC. · Columbus, OH
AMERIPRISE FINANCIAL SERVICES, LLC · COLUMBUS, OH

More in Columbus, OH

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