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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2026-03-12
  • OH RA
    APPROVED
    Since 2026-03-12

Branch Locations

4018 Medina Rd Suite C, Medina, OH 44256-9675 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Medina OH 10/2025 Present
Park Place Technologies Mayfield Heights OH 06/2021 10/2025
Ohio University Athens OH 08/2017 05/2021
Oakview Dermatology Athens OH 05/2019 05/2021
Cloverleaf Highschool Seville OH 08/2014 05/2017
Shields Strategic Wealth Medina OH 06/2026 Present
  • 10/2025 → Present
    Medina, OH
  • 06/2021 → 10/2025
    Park Place Technologies
    Mayfield Heights, OH
  • 08/2017 → 05/2021
    Ohio University
    Athens, OH
  • 05/2019 → 05/2021
    Oakview Dermatology
    Athens, OH
  • 08/2014 → 05/2017
    Cloverleaf Highschool
    Seville, OH
  • 06/2026 → Present
    Shields Strategic Wealth
    Medina, OH
Other Businesses

Outside Employment; Shields Strategic Wealth; Associate financial advisor. Registered Staff; Manage advisory business; 4018 Medina Rd Suite C, , Medina , OH, 44256; Investment-Related; 06/24/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-03-07
  • S66 Uniform Combined State Law Examination
    2026-03-07
Other Names
  • Dillon Peterson

View on SEC IAPD

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