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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-27 |
| OH | RA | APPROVED | 2025-12-26 |
Branch Locations
2035 Crocker Rd Ste 201, Westlake, OH 44145-2194 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Westlake | OH | 07/2024 | Present |
| Hyland | Westlake | OH | 05/2022 | 08/2023 |
| Ameriprise Financial | Westlake | OH | 07/2021 | 08/2021 |
| Rally House | Westlake | OH | 04/2021 | 12/2021 |
| Hail Mary's Bar And Grill | Westlake | OH | 05/2020 | 08/2020 |
| Westlake City Schools | Westlake | OH | 08/2007 | 05/2020 |
| Ohio State University | Columbus | OH | 08/2020 | 05/2024 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-17 |
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