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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-11-12 |
Branch Locations
101 Calumet Center Rd, Lagrange, GA 30241-6705 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Charter Investments | Lagrange | GA | 07/2010 | 08/2018 |
| L.M. Kohn & Company | Cincinnati | OH | 01/2012 | 08/2018 |
| Lpl Financial Llc | West Point | GA | 08/2018 | 11/2025 |
| Capital City Bank | West Point | GA | 08/2018 | 11/2025 |
| Ameriprise Financial Services, Llc | La Grange | GA | 11/2025 | Present |
Outside Employment; Momma Goldberg's Deli; Bar service; Retail; 500 W Magnolia Ave, , Auburn, AL, 36832; Not Investment-Related; 08/15/2020; 10 to 19 hours per month; 0 during trading hours / Colony Bank; Providing financial advice.; Providing financial advice; 101 Calumet Center Road, , LaGrange, GA, 30241; Investment-Related; 11/07/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-09 |
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