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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-11-02 |
Branch Locations
1070 Polaris Pkwy Ste 130, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ams Proserv | Grove City | OH | 01/2015 | Present |
| Voya Financial Advisors, Inc. | Hilliard | OH | 05/2019 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 09/2021 |
| Ameriprise Financial Services, Llc | Lancaster | OH | 10/2021 | Present |
Business Ownership; JL4K Holdings LLC dba AMS ProServ; Managing partner of CPA Firm - prepare tax returns, tax planning, supervise employees performing payroll & bookkeeping services, general customer interaction; Tax Preparation; 3009 Columbus St Suite 103, , Grove City, OH, 43123; Not Investment-Related; 01/01/2015; 60 hours per month; 60 during trading hours. Other Business Activities; Ohio Insurance License; I hold an Ohio Insurance License for major lines, including accident & health, life, and variable products; 3009 Columbus St Suite 103, , Grove City, OH, 43123; Not Investment-Related; 07/13/2017; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-18 |
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