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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 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
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-02-03 |
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