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221 E. 4Th Street Suite 2700, Cincinnati, OH 45202 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-02-28 |
Branch Locations
221 E. 4Th Street Suite 2700, Cincinnati, OH 45202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Crestview Hills | KY | 01/2015 | 02/2020 |
| Formidable Asset Management | Cincinnati | OH | 02/2020 | Present |
Outside Employment; Cincinnati Sports Club; Fitness Professional; Cincinnati, Ohio 45227; Not Investment Related; Sep 2013; 0-9 hours per month; 0 during trading hours. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 2007-10-10 |
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