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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2016-06-27 |
| OH | RA | APPROVED | 2016-06-27 |
Branch Locations
7310 Turfway Road Ste 550, Florence, KY 41042 • United States
Fort Mitchell, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fort Wright | KY | 06/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Florence | KY | 03/2020 | Present |
Outside Employment; Heick, Hester, Smith & Associates; Director of Advisor Development- Coach financial advisors on client acquisition, prospect management, eMeeting usage, and various processes and firm initiatives.; Independent franchise of Ameriprise Financial; 7310 Turfway Rd, Suite 550, Florence, KY, 41042; Investment-Related; 07/25/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2010-03-02 |
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