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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-12-17 |
Branch Locations
3174 Mack Rd Ste 2, Fairfield, OH 45014 • United States
West Chester, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fairfield | OH | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Fairfield | OH | 03/2020 | Present |
Outside Employment; Beyond Wealth Advisors LLC; Associate Financial Advisor; Manage advisory business; 3174 Mack Road, , Fairfield, OH, 45014; Investment-Related; 04/29/2026; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-09 |
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