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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-07-27 |
Branch Locations
30100 Chagrin Blvd Ste 180, Pepper Pike, OH 44124-5705 • United States
South Russell, OH • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Pepper Pike | OH | 02/2011 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Pepper Pike | OH | 11/2016 | 07/2018 |
| Ameriprise Financial Services Inc | Pepper Pike | OH | 07/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Pepper Pike | OH | 03/2020 | Present |
Other Business Activities; Village of South Russell Planning Commission; The Planning Commission (PC) consists of the Mayor, one member of Council, and three residents of the Village appointed by the Mayor. The Commission reviews plans for buildings and developments to be erected on ground acquired within the limits of the Village, and of the size, height, style, and general appearance of such buildings.; 5205 Chillicothe Road, , South Russell, OH, 44122; Not Investment-Related; 01/09/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-26 |
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