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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| OH | RA | APPROVED | 2017-03-27 |
Branch Locations
6515 Longshore Loop Ste 400, Dublin, OH 43017-2915 • United States
Columbus, 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 |
|---|---|---|---|---|
| U.S. Bancorp Investments, Inc. | Hilliard | OH | 07/2011 | 03/2017 |
| Ameriprise Financial Services Inc | Dublin | OH | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Dublin | OH | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 2380 2384 , Deerfield Dr, Grove City, OH, 43123; Investment-Related; 07/01/2025. Independent Insurance Brokering; Security life of Denver // Reliastar; 07/08/2025; Universal Life, Whole Life / Equitrust; 07/08/2025; Fixed Annuity. Other Business Activities; Finance Council St. Agatha; Council exists for the purpose of advising the pastor and his staff regarding financial matters of the Parish.; 1860 Northam Rd , , Upper Arlington , OH, 43221; Not Investment-Related; 09/30/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-11 |
| S63 | Uniform Securities Agent State Law Examination | 2009-07-20 |
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