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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-11-17 |
Branch Locations
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 |
|---|---|---|---|---|
| Key Investment Services Llc | Cleveland | OH | 01/2006 | 10/2022 |
| Securities America, Inc. | Mentor | OH | 10/2022 | 06/2024 |
| Osaic Wealth, Inc. | Mentor | OH | 06/2024 | 11/2025 |
| Ameriprise Financial Services, Llc | Mentor | OH | 11/2025 | Present |
Outside Employment; CNB; Financial Advisor; Manage advisory business; 7402 Center Street, , Mentor, OH, 44060; Investment-Related; 11/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-07-05 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-09 |
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