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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-01-31 |
| OH | RA | APPROVED | 2020-01-29 |
Branch Locations
151 Orchardview Rd, Seven Hills, OH 44131 • United States
Rocky River, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Hudson | OH | 08/2019 | 03/2020 |
| Northwestern University | Evanston | IL | 05/2019 | 08/2019 |
| Zs Associates | Chicago | IL | 06/2015 | 07/2019 |
| Ameriprise Financial Services, Llc | Seven Hills | OH | 03/2020 | Present |
Business Ownership; Atlas Holdings, LLC; Co-own the LLC which holds and manages real estate property to operate our financial planning practice.; Own and manage the real estate property we use to operate our financial planning practice.; 151 Orchardview Rd, , Seven Hills, OH, 44131; Investment-Related; 12/03/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Sua Sponte Partners, LLC; Co-owner; Entity supports our Ameriprise financial planning practice by paying salaries and business expenses.; 151 Orchardview Rd, , Seven Hills, OH, 44131; Investment-Related; 01/06/2020; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-12-16 |
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