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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-02-28 |
| OH | RA | APPROVED | 1999-10-15 |
Branch Locations
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
Weatherington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miamisburg | OH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 03/2020 | Present |
Independent Insurance Brokering; United Health Care; 01/01/1994; / Unum; 11/01/1990; / US Life (owned by AXA); 01/01/1994; . Outside Employment; Beyond Wealth Advisors LLC; 1099 income based on the buy/sell purchase agreement with Beyond Wealth Advisors LLC; Manage advisory business; 2835 Miami Village Dr, Suite 101, Miamisburg, OH, 45342; Investment-Related; 10/01/2025; 20 to 39 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-06-02 |
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