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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-10-16 |
| TN | RA | APPROVED | 2024-10-11 |
| OH | RA | APPROVED | 2024-10-08 |
Branch Locations
2709 W Fairbanks Ave Ste 100, Winter Park, FL 32789 • United States
371 Fountain View Circle, Alcoa, TN 37701 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2015 | 02/2018 |
| Securian Financial Services Inc | St. Paul | MN | 04/2019 | 03/2020 |
| Minnesota Life Insurance Co | St. Paul | MN | 04/2019 | 03/2020 |
| Financial Design Group | Toledo | OH | 04/2019 | 03/2020 |
| Unemployed | Hamilton | OH | 03/2018 | 04/2019 |
| Unemployed | Hamilton | OH | 04/2020 | 06/2021 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 06/2021 | 07/2022 |
| Horter Investment Management Llc | Cincinnati | OH | 08/2022 | 07/2023 |
| Horter Financial Strategies Llc | Cincinnati | OH | 08/2022 | 07/2023 |
| Ameriprise Financial Services | West Chester | OH | 08/2023 | 11/2023 |
| Ameriprise Financial Services, Llc | Alcoa | TN | 10/2024 | Present |
| Unemployed | Hamilton | OH | 11/2023 | 09/2024 |
Other Business Activities; Butler County Board of Elections; I will be working as a poll worker for the Butler County Board of Elections for two days in 2024, Monday, November 4 and Tuesday, November 5.; 1802 Princeton Road, Ste. 600, Hamilton, OH, 45013; Not Investment-Related; 11/05/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-29 |
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