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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-08-04 |
| OH | RA | APPROVED | 2020-03-13 |
Branch Locations
90 Hidden Ravines Dr, Powell, OH 43065 • United States
Upper Arlington, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Institutional Investments Inc. | Westerville | OH | 03/2015 | 03/2019 |
| Jpmorgan Investment Management Inc. | Westerville | OH | 03/2015 | 03/2019 |
| Diamond Hill | Columbus | OH | 03/2019 | 02/2020 |
| Foreside Financial Services, Llc | Columbus | OH | 03/2019 | 02/2020 |
| Ameriprise Financial Services, Inc | Worthington | OH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Powell | OH | 03/2020 | Present |
Business Ownership; Willow Forge Holdings, LLC; Owner; Hold assets and payment of expenses.; 1843 Willow Forge Dr, , Upper Arlington, OH, 43220; Investment-Related; 05/15/2023; 0 hours per month; 0 during trading hours / Cortile, LLC; Co-owner; Manage Ameriprise Business; 90 Hidden Ravines Dr, , Powell, OH, 43065; Investment-Related; 03/31/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-01 |
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