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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-23 |
Branch Locations
Cincinnati, OH • United States
9100 Centre Pointe Drive Suite 180, West Chester, OH 45069 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Cincinnati | OH | 06/2018 | 10/2023 |
| Us Bank | Cincinnati | OH | 03/2016 | 04/2018 |
| Ameriprise Financial Services, Llc/Fidant Wealth Partners | Crestview Hills | KY | 10/2023 | 01/2025 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | West Chester | OH | 01/2025 | 08/2025 |
| Bank Of America, N.A. | West Chester | OH | 03/2025 | 08/2025 |
| Ameriprise Financial Services, Llc | West Chester | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-03 |
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