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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2014-01-16 |
Branch Locations
4141 Rockside Rd Ste 105, Seven Hills, OH 44131 • United States
54 Buhl Rd, Sharon, PA 16146-3706 • United States
Wooster, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Independence | OH | 01/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Independence | OH | 03/2020 | Present |
Outside Employment; Outside Employment; 2uercus Operations LLC; Other; 6393 Oak Tree Blvd. Suite 200, , Independence, OH, 44131; Investment-Related; 02/28/2023; 60 during trading hours; 60 hours per month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-01 |
| S65 | Uniform Investment Adviser Law Examination | 1997-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1995-11-29 |
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