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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2013-08-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Brent Shea (Dba H&R Block) | Wauseon | OH | 10/2012 | Present |
| Ameriprise Financial Services, Inc. | Toledo | OH | 05/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Toledo | OH | 03/2020 | Present |
Business Ownership; Two Buckeyes Investments; Co-owner; LLC started with brother-in-law to invest in and purchase properties listed in the real estate questionnaire.; 444 Prospect St, , Wauseon, OH, 43567; Not Investment-Related; 04/16/2013; 1 to 9 hours per month; 1 to 9 during trading hours / B&B Properties of NWO; Co-owner; Real Estate; 444 Prospect St, , Wauseon, OH, 43567; Investment-Related; 08/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Anchor Down Investments; Co-owner; Real Estate; 8144 Peninsula Lane, , Sherrills Ford, NC, 28673; Investment-Related; 07/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / BHM CPA Group; Co-owner; Tax Preparation; 133 W Main St, , Morenci, MI, 49256; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours / Buckeye Investments of MI, LLC; Co-owner; Real Estate; 943 W Maumee , , Adrian, MI, 49221; Investment-Related; 06/04/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-08 |
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