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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-02 |
| OH | RA | APPROVED | 2025-06-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commercial And Savings Bank | Millersburg | OH | 05/2021 | 01/2022 |
| Walmart | Millersburg | OH | 05/2020 | 12/2020 |
| Student | Warsaw | OH | 08/2011 | 05/2019 |
| Student | Marietta | OH | 08/2019 | Present |
| Black Diamond Golf Course | Millersburg | OH | 05/2019 | 08/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 05/2022 | 05/2024 |
| Northwestern Mutual Investment Services Llc | Columbus | OH | 03/2023 | 05/2024 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 08/2023 | 05/2024 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 05/2024 | 04/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 01/2025 | 04/2025 |
| Ameriprise Financial Services, Llc | Gahanna | OH | 05/2025 | Present |
Outside Employment; TRLT Ventures LLC; I am an investment specialist with Jeff Chaddock's franchise.; Manage advisory business; 8008 N High Street, , Columbus, OH, USA, OH, 43235; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-09 |
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