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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-07 |
| OH | RA | APPROVED | 2017-10-16 |
Branch Locations
11145 Reading Rd, Cincinnati, OH 45241 • United States
Cincinnati, OH • 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 |
|---|---|---|---|---|
| Unemployed | Cincinnati | OH | 01/2016 | 05/2017 |
| Ameriprise Financial Services, Inc | Cincinnati | OH | 05/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 03/2020 | Present |
Outside Employment; Solomon Professional Services LLC; paraplanner - Assist with preparing for client meetings.; ; 11145 Reading Rd, , Cincinnati, OH, 45241; Investment-Related; 02/04/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2008-11-07 |
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