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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-11 |
| OH | RA | APPROVED | 2024-07-18 |
| KY | RA | APPROVED | 2024-05-08 |
Branch Locations
740 Centre View Blvd Fl 5, Crestview Hills, KY 41017 • United States
113 N Hambden St, Chardon, OH 44024-1166 • 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 |
|---|---|---|---|---|
| Fidelity Investments | Covington | KY | 04/2014 | 07/2018 |
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 05/2019 |
| Ubs Financial Services | Cincinnati | OH | 05/2019 | 06/2022 |
| Money Scientific | Hebron | KY | 01/2022 | 05/2024 |
| Dc Capital Management Llc | Hebron | KY | 08/2023 | 05/2024 |
| Ameriprise Financial Services, Llc | Crestview Hills | KY | 05/2024 | Present |
Outside Employment; River Hills Consulting LLC; Associate Financial Advisor; Manage advisory business; 740 Centre View Blvd, 5th Floor, Crestview Hills, KY, 41017; Investment-Related; 07/01/2024; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-22 |
| S63 | Uniform Securities Agent State Law Examination | 2014-06-09 |
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