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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-12 |
| TX | RA | APPROVED | 2021-08-04 |
| MN | RA | APPROVED | 2021-06-16 |
| OH | RA | APPROVED | 2021-06-16 |
Branch Locations
1004 Collier Center Way Ste 203, Naples, FL 34110 • United States
250 W Old Wilson Bridge Rd Ste 150, Worthington, OH 43085 • United States
8500 Normandale Lake Blvd Ste 1070, Bloomington, MN 55437 • United States
Galena, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Worthington | OH | 04/2021 | Present |
| Fred Alger Asset Management Llc | New York | NY | 02/2017 | 04/2021 |
| Granite Peak Asset Management Llc | Easton | CT | 06/2016 | 11/2016 |
Business Ownership; Alum Creek Group; Owner; Manage Ameriprise Business; 6075 Braymoore Drive, , Galena, OH, 43021; Investment-Related; 09/20/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Hashtag Comedy Club; Substitute teacher / Performance coach / Performer Instruct students on acting in comedic scenes. Participate in comedy shows.; Theater; 1253 N High S, , Columbus, OH, 43021; Not Investment-Related; 12/13/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-04 |
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