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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-03 |
| OH | RA | APPROVED | 2024-07-31 |
Branch Locations
6184 Muhlhauser Rd Ste A, West Chester, OH 45069 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Milford | OH | 06/2021 | 05/2022 |
| J.P. Morgan Securities Llc | Milford | OH | 06/2021 | 05/2022 |
| Fifth Third Bancorp | Kenwood | OH | 08/2019 | 04/2021 |
| Cullen Electric | Lockland | OH | 12/2018 | 08/2019 |
| Naes Corporation | Middletown | OH | 05/2017 | 11/2018 |
| Select Energy | Cambridge | OH | 11/2016 | 03/2017 |
| G4S Secure Solutions Inc | Cincinnati | OH | 07/2019 | 11/2019 |
| Unemployed | Milford | OH | 07/2016 | 10/2016 |
| Unemployed | Milford | OH | 04/2017 | 04/2017 |
| Bank Of America | Kenwood | OH | 04/2021 | 06/2021 |
| Fidelity Investments | Covington | KY | 05/2022 | 12/2022 |
| Cuso Financial Services, Lp | San Diego | CA | 12/2022 | 04/2023 |
| U.S. Bank | Cincinnati | OH | 04/2023 | 07/2024 |
| U.S. Bancorp Investments, Inc. | Cincinnati | OH | 06/2023 | 07/2024 |
| Ameriprise Financial Services, Llc | West Chester | OH | 07/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 2021-11-12 |
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