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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-15 |
| OH | RA | APPROVED | 2025-12-01 |
Branch Locations
3333 Massillon Rd Ste 110, Akron, OH 44312 • United States
Hartville, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services Llc | Akron | OH | 07/2025 | Present |
| Pinellas County Schools / Melrose Elelmentary | St Petersburg | FL | 07/2024 | 06/2025 |
| Paychex / Surepayroll | Glenview | IL | 09/2023 | 07/2024 |
| Gervasi Vineyards | Canton | OH | 05/2023 | 09/2023 |
| Rachel Wixey & Associates | Maumee | OH | 01/2023 | 05/2023 |
| Kent State University | Kent | OH | 08/2019 | 12/2022 |
| Windham Acres/ Self Employed | Hartville | OH | 08/2019 | 10/2022 |
| Lake High School | Hartville | OH | 08/2015 | 05/2019 |
| Duma Meats | Mogadore | OH | 05/2016 | 12/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-01 |
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