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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2026-06-30 |
Branch Locations
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-05-31 |
| IN | RA | APPROVED | 2017-06-28 |
Branch Locations
Lebanon Main 102 N Lebanon Street, Lebanon, IN 46052 • 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 |
|---|---|---|---|---|
| The Huntington Investment Company | Columbus | OH | 10/2014 | Present |
| Huntington National Bank | Indianapolis | IN | 07/2014 | 12/2016 |
| Ameriprise Financial Services, Llc | Lebanon | IN | 06/2026 | Present |
NO BUSINESS NAME. POSITION: Renter NATURE: I will be renting my pool out through the app Swimply INVESTMENT RELATED: No NUMBER OF HOURS: 20 SECURITIES TRADING HOURS: 0 START DATE: 07/19/2021 ADDRESS: 4731 Shadow Pointe Dr, Indianapolis IN 46254, United States DESCRIPTION: I will be renting my pool out to people as they request. I will be charging $50 per hour Friday through Sunday and $40 per hour Monday through Thursday. They will use the Swimply app to setup reservations and I will host them. JLJ ENTERPRISES INDIANA LLC POSITION: Owner NATURE: Retail / Sales INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 02/04/2022 ADDRESS: 6419 Stonecreek Dr, Indianapolis IN 46268, United States DESCRIPTION: My boyfriend and I will be selling the items listed above on Amazon. We have our own business name and will be selling under that. No Business Name POSITION: Investor NATURE: Investing INVESTMENT RELATED: No NUMBER OF HOURS: 0-5 SECURITIES TRADING HOURS: 0-5 START DATE: 02/10/2021 ADDRESS: 6419 Stonecreek Dr City: Indianapolis State: IN Zip: 46268 DESCRIPTION: The boyfriend's name is James Bradley. I will be investing cash with my boyfriend for home flips. I will write checks to him and will be compensated on the amount I invest and the value we get from the home. I won't be giving him money on a monthly bases, but more of a one time basis depending on the property we get. I will not be investing into every flip that he does. I will not be involved in any of the banking or day to day activities. He will be doing the buying and selling. He doesn't have a business name. He pays cash for the houses and they are titled in his name. Then he flips them.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2013-04-30 |
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