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1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-11-02 |
Branch Locations
1991 Crocker Road Suite 300, Westlake, OH 44145 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Independence | OH | 07/2011 | 11/2023 |
| Balanced Wealth Group Llc | Westlake | OH | 11/2023 | Present |
1) Licensed insurance professional; same address; less than 10% of business time. 2) City Church Finance Committee member; Member of committee helping with church budget and cash flow analysis.; Committee member; Cleveland, OH 44113; Not Investment Related; October 2022; 1-9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-19 |
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