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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2018-08-07 |
Branch Locations
7887 Washington Village Dr Suite 200, Dayton, OH 45459 • United States
Liberty Township, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | West Chester | OH | 05/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Dayton | OH | 03/2020 | Present |
Outside Employment; Heick, Hester, Smith & Associates LLC; Financial Planning Analyst/Paraplanner - Assist the advisors throughout the financial planning process.; ; 408 Blankenbaker Parkway, Suite 100, , Louisville, KY, 40243; Investment-Related; 07/25/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
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