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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2021-01-22 |
Branch Locations
Mentor 306 7800 Reynolds Avenue, Mentor, OH 44060-5324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance | Seven Hills | OH | 08/2009 | 12/2020 |
| Nylife Securities Llc | Seven Hills | OH | 10/2009 | 12/2020 |
| Dba- Leichner Financial Group, Inc. | Pepper Pike | OH | 08/2013 | 12/2020 |
| The Huntington Investment Company | Richmond Heights | OH | 12/2020 | Present |
| Ameriprise Financial Services, Llc | Mentor | OH | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-16 |
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