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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Worthington | OH | 11/2025 | Present |
| Fedex Ground | Ontario | OH | 09/2021 | 09/2025 |
| The Ohio State University - Mansfield | Mansfield | OH | 08/2021 | 05/2025 |
| Shelby City Schools | Shelby | OH | 08/2007 | 06/2021 |
Outside Employment; CNB Bank; Assists the Wealth Partners in the servicing of client relationships, as well as executes and prepares account documentation. Opens new accounts and services existing clients.; Retail; 6600 N High St, , Worthington, OH, 43085-4084; Investment-Related; 09/08/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-13 |
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