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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-07 |
| OH | RA | APPROVED | 2008-10-27 |
Branch Locations
3045 Newmark Dr, Miamisburg, OH 45342 • United States
Sarasota, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Miamisburg | OH | 10/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 03/2020 | Present |
Business Ownership; Solar Power and Light, LLC; ; Solar Power Provider; 2411 Crosspoint DriveMiamisburg, OH 45342, ,; ; 08/07/2010; 0 hours per month; / ANAA Lakshmi LTD; this is a family limited partnership being set up for estate planning purposes and I will manage the investments; FLP set up to for estate transfer purposes; 1457 Ashbury Park Place, , dayton, OH, 45458; Investment-Related; 02/15/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Randin, LLc; Advisor - Client Service; Manage advisory business; 7588 Country Brook Court, , Springboro, OH, 45066; Investment-Related; 12/30/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; My Ultimate Trips travel Blog; I would like to start a travel blog titled My Ultimate Trips. I will chronical interesting trips, planning, comparisons of resorts and cruises... Travel is my passion and biggest hobby so my plan is to start this blog this year, but once I retire in a few years I will be much more active. I plan to have a website and use instagram and maybe facebook for this activity. I reserved the domain name last year just so I could have the name. Nothing has been done with it yet. I will plan to begin during or after my trip to Africa this September.; 988 Blvd of the Arts, Apt 1914, Sarasota, FL, 34236; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-04 |
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