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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2015-01-12 |
| OH | RA | APPROVED | 2013-12-02 |
Branch Locations
151 Orchardview Rd, Seven Hills, OH 44131 • United States
Avon Lake, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hudson | OH | 10/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Seven Hills | OH | 03/2020 | Present |
Business Ownership; Sua Sponte Partners, LLC; Co-owner; As mentioned above, the business is used as to support and manage financial planning practice.; 151 Orchardview Rd, , Seven Hills, OH, 44131; Investment-Related; 01/06/2020; 20 to 39 hours per month; 20 to 39 during trading hours / Atlas Holdings, LLC; Co-owner; Real Estate; 151 Orchardview Rd, , Seven Hills, OH, 44131; Investment-Related; 07/01/2022; 0 hours per month; 0 during trading hours. Board of Directors; Blossom Hill, Inc; Director; 7080 Engle Rd, , Middleburg Heights, OH, 44130; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-30 |
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