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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2025-02-26 |
| TX | RA | APPROVED_RES | 2022-11-14 |
| MD | RA | APPROVED | 2021-10-18 |
| OH | RA | APPROVED | 2021-10-18 |
Branch Locations
25201 Chagrin Blvd Ste 350, Cleveland, OH 44122 • United States
Westminster, MD • United States
11630 Chillicothe Road Suite 100, Chesterland, OH 44026 • United States
1047 Summit Drive, Middletown, OH 45042 • United States
713 W Main St, Richmond, KY 40475 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 01/2016 | 02/2017 |
| Bank Of America, N.A. | Hunt Valley | MD | 02/2016 | 02/2017 |
| Unemployed | Westminster | MD | 03/2017 | 04/2017 |
| Mutual Of America Life Insurance Company | Linthicum | MD | 05/2017 | 06/2017 |
| Mutual Of America Securities Llc | Linthicum | MD | 05/2017 | 06/2017 |
| Commonwealth Financial Network | Waltham | MA | 06/2017 | 10/2021 |
| Ameriprise Financial Services, Llc | Cleveland | OH | 10/2021 | Present |
Outside Employment; Certainty of the Uncertainty, LLC; Employee of legal entity; Compensation received from an advisor owned entity established to manage the practice.; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-27 |
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