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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
OH RA APPROVED 2021-07-23
  • OH RA
    APPROVED
    Since 2021-07-23

Branch Locations

125 West Mulberry Street, Lancaster, OH 43130 • United States

4010 Main Street, Hilliard, OH 43026 • United States

Canal Winchester, OH • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Jones Cochenour & Co. Hilliard OH 12/1997 07/2021
Four Way Propertis, Ltd Lancaster OH 11/2011 07/2021
Voya Financial Advisors Lancaster OH 09/2014 06/2021
Cetera Advisor Networks Llc El Segundo CA 06/2021 07/2021
Ameriprise Financial Services Llc Lancaster OH 07/2021 Present
  • 12/1997 → 07/2021
    Jones Cochenour & Co.
    Hilliard, OH
  • 11/2011 → 07/2021
    Four Way Propertis, Ltd
    Lancaster, OH
  • 09/2014 → 06/2021
    Voya Financial Advisors
    Lancaster, OH
  • 06/2021 → 07/2021
    Cetera Advisor Networks Llc
    El Segundo, CA
  • 07/2021 → Present
    Lancaster, OH
Previous Registrations
  • 2021-06-09 → 2021-07-30
    Cetera Wealth Services, Llc
    Beverly, MA
    Hilliard, OH
    Lancaster, OH
  • 2009-11-17 → 2021-06-09
    Grafton, MA
    Lancaster, OH
    Hilliard, OH
  • 2009-02-06 → 2009-10-01
    1St Global Advisors Inc
    Hilliard, OH
Other Businesses

Independent Insurance Brokering; Reliastar Life Insurance Company; 12/20/2010; / John Hancock Life Insurance Company USA; 04/27/2014; Term Life. Business Ownership; 4010 Main Street, LLC; Manage real estate; Commercial rental real estate; 4010 Main St., , Hilliard, OH, 43110; Not Investment-Related; 01/21/2016; 1 to 9 hours per month; 1 to 9 during trading hours / JC Wealth Management Group, LLC; Financial advisor; Wealth managment; 125 W. Mulberry St., , Lancaster, OH, 43130; Investment-Related; 01/01/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Four Way Properties, Ltd.; Real estate management; Real estate management; 125 W. Mulberry St., , Lancaster, OH, 43130; Not Investment-Related; 02/18/2011; 1 to 9 hours per month; 1 to 9 during trading hours / JC & Company; Manage CPA firm, tax preparation, auditing, financial statement preparation, consulting; Tax Preparation; 125 W. Mulberry St., , Lancaster, OH, 43130; Not Investment-Related; 12/01/1997; 60 hours per month; 60 during trading hours / Run Your Mouth LLC; Owner; Manage Ameriprise Business; 125 W. Mulberry St., Lancaster, OH 43130, , Lancaster, OH, 43130; Investment-Related; 01/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Founding 5, LLC; Co-owner; Manage Ameriprise Business; 445 Hutchinson Ave, Ste 500, Columbus, OH, 43235; Not Investment-Related; 07/06/2026; 1 to 9 hours per month; 1 to 9 during trading hours / ClearCourse Wealth Advisors LLC; Co-owner; Manage Ameriprise Business; 445 Hutchinson Ave, , Columbus, OH, 43235; Investment-Related; 09/02/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; Hilliard Chamber of Commerce; Treasurer; 4081 Main Street, , Hilliard, OH, 43110; Investment-Related; 01/01/2012; 1 to 9 hours per month; 0 during trading hours / Hollyfest Scholarship Foundation; CPA; 4081 Main St., , Hilliard, OH, 43026; Not Investment-Related; 10/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Trustee. Outside Employment; 4010 Main Street, LLC; Partner - Real estate management; ; 4010 Main Street, , Hilliard, OH, 43110; Not Investment-Related; 01/21/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Four Way Properties, Ltd.; Partner - Real estate management; ; 125 W. Mulberry St., , Lancaster, OH, 43130; Not Investment-Related; 01/01/2011; 1 to 9 hours per month; 1 to 9 during trading hours / JC Wealth Management Group, LLC; Partner - Financial advisor; ; 125 W. Mulberry St., , Lancaster, OH, 43130; Investment-Related; 01/01/2010; 1 to 9 hours per month; 1 to 9 during trading hours / JC & Company; Partner/CPA - Manage CPA firm, tax preparation, auditing, financial statement preparation, consulting; ; 125 W. Mulberry St., , Lancaster, OH, 43130; Not Investment-Related; 12/01/1997; 60 hours per month; 60 during trading hours / Run Your Mouth LLC; Co-owner; Manage advisory business; 125 W. Mulberry St., Lancaster, OH 43130, , Lancaster, OH, 43130; Investment-Related; 01/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2009-02-03
  • S66 Uniform Combined State Law Examination
    2009-02-03

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