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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2024-08-27 |
| OH | RA | APPROVED | 2024-08-27 |
Branch Locations
740 Centre View Blvd Fl 5, Crestview Hills, KY 41017 • United States
Milford, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tano's Bistro & Catering | Loveland | OH | 02/2016 | 05/2017 |
| The University Of Cincinnati | Cincinnati | OH | 08/2016 | 04/2021 |
| Hometown Cafe | Loveland | OH | 05/2017 | 04/2022 |
| College Works Painting | Loveland | OH | 01/2019 | 08/2019 |
| Broadway Bound Dance Academy | Loveland | OH | 09/2016 | 07/2017 |
| Panera Bread | Cincinnati | OH | 10/2017 | 04/2018 |
| Loveland High School | Loveland | OH | 07/2019 | 04/2022 |
| Fidelity Investments | Covington | KY | 01/2021 | 05/2021 |
| Ameriprise Financial Services, Llc | Crestview Hills | KY | 08/2024 | Present |
| Fidelity Investments | Covington | KY | 01/2021 | 05/2024 |
| Unemployed | Milford | OH | 06/2024 | 08/2024 |
Real Estate Ownership; Multi-Family; 520 Main St, , Milford, OH, 45150; Not Investment-Related; 02/29/2024. Outside Employment; Goshen High School; assistant soccer coach; Coach; 6707 Goshen Rd, , Goshen, OH, 45122; Not Investment-Related; 08/01/2025; 10 to 19 hours per month; 0 during trading hours / River Hills Consulting Services LLC; Provide administrative services for Ameriprise practice Fidant Wealth Partners; Manage advisory business; 740 Centre View Blvd Fl 5, , Crestview Hills, KY, 41017; Investment-Related; 08/26/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-01 |
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