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225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-01 |
Branch Locations
5151 Pfeiffer Road Suite 200, Blue Ash, OH 45242 • United States
225 South Sixth Street Suite 1400, Minneapolis, MN 55402 • 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 |
|---|---|---|---|---|
| 9258 Wealth Management | Blue Ash | OH | 07/2018 | 08/2018 |
| Ameriprise Financial Services, Inc. | Cincinnati | OH | 11/2018 | 02/2023 |
| Vantage Finanical Group | Cincinnati | OH | 02/2023 | 04/2026 |
| Northrock Partners, Llc | Blue Ash | OH | 04/2026 | Present |
| Fidelity Brokerage Services, Llc | Blue Ash | OH | 11/1999 | 06/2018 |
Allgoodfinds.com; Not Investment Related; 3368 Spalding Drive, Mason, OH 45040; on-line merchandise; Partner; Funding; 11/30/2024; 0 hour/month; 0 hour/during trading hours Etsy - Sell E-Books - Start-up
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-02-24 |
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