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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-26 |
| OH | RA | APPROVED | 2015-02-25 |
Branch Locations
312 N Main St, Delphos, OH 45833 • United States
201 West Spring St, St Marys, OH 45885 • United States
1315 Corporate Dr Ste A, Hudson, OH 44236-4453 • United States
Delphos, OH • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Delphos | OH | 07/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Delphos | OH | 03/2020 | Present |
Real Estate Ownership; Single Family; 6200 Ridge Road, , Elida, OH, 45807; Investment-Related; 01/17/2022 / Single Family; 723 Kenaston Drive, , Coldwater, MI, 49036; Investment-Related; 01/17/2022 / Single Family; Ridge Road, , Elida, OH, 45807; Investment-Related; 01/17/2022. Business Ownership; HGJ Management Group LLC; Owner; LLC to run business expenses through; 5283 Lehman Road, , Delphos, OH, 45833; Investment-Related; 01/01/2023; 0 hours per month; 0 during trading hours. Board of Directors; Bon Secours Mercy Health Foundation; Board Member; 730 W. Market St., , Lima, OH, 45804; Not Investment-Related; 05/01/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; HGJ Management Group LLC; CEO - Owner; ; 5283 Lehman Road, , Delphos, OH, 45833; Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours / MKC Management, LLC; Assist with money movement, case work and summary letters to clients; Ameriprise Financial AFG Practice - assisting/support; 1315 Corporate Drive, , Hudson, OH, 44236; Investment-Related; 03/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2021-03-24 |
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