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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-03-25 |
Branch Locations
Mentor 306 7800 Reynolds Avenue, Mentor, OH 44060-5324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| University Of Akron | Akron | OH | 08/2016 | 12/2019 |
| Jerzees Bar And Grill | Green | OH | 05/2018 | 04/2019 |
| Creative Early Learning Centers | Medina | OH | 05/2017 | 08/2017 |
| Prudential Advisors | Uniontown | OH | 04/2019 | 09/2019 |
| Valic Financial Advisors, Inc. | Edina | MN | 01/2020 | 03/2025 |
| Agia | Houston | TX | 12/2022 | 03/2025 |
| The Huntington Investment Company | Columbus | OH | 03/2025 | Present |
| Ameriprise Financial Services, Llc | Amherst | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-10 |
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