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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-06-17 |
Branch Locations
3174 Mack Rd Ste 2, Fairfield, OH 45014 • United States
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Miamisburg | OH | 05/2022 | Present |
| Moeller High School | Cincinnati | OH | 08/2016 | 05/2019 |
| University Of Dayton | Dayton | OH | 08/2019 | 05/2023 |
| Skyline Chili | Liberty Township | OH | 01/2017 | 01/2018 |
| Rusty Bucket Restaurant And Tavern | Mason | OH | 03/2018 | 05/2019 |
| Doordash | Cincinnati | OH | 05/2019 | 11/2021 |
| Housing And Residence Life At The University Of Dayton | Dayton | OH | 12/2021 | 05/2022 |
Outside Employment; Beyond Wealth Advisors; Paraplanner: This role provides client relationship support through managing, gathering and analyzing client data, assisting the personal advisor to prepare financial plans and other client account deliverables.; Manage advisory business; 3174 Mack Road, , Fairfield, OH, 45014; Investment-Related; 01/13/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-14 |
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