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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-25 |
| OH | RA | APPROVED | 2006-10-20 |
Branch Locations
255 Executive Drive, Marion, OH 43302 • United States
90 Hidden Ravines Dr, Powell, OH 43065 • United States
Columbus, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marion | OH | 06/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Marion | OH | 03/2020 | Present |
Real Estate Ownership; Commercial; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 03/01/2020. Business Ownership; Executive Alpha Group Inc.; Ensuring payroll for support staff and payments to other service providers such as utilities or lawn/snow service.; For organization efficiencies, liability exposure, and tax purposes in running the Ameriprise practice.; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours / GreySquare Holdings LLC.; Manage incoming rent from Executive Alpha Group Inc., for payment of goods, services, and taxes owed by GreySquare Holdings LLC.; Real estate holding company for liability purposes.; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 02/01/2020; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Waterford Tower Homeowners Association; Director; 155 W Main St, , Columbus, OH, 43215; Not Investment-Related; 07/15/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Executive Alpha Group Inc; CEO - Day to day operations, staff oversight, expenses management.; ; 255 Executive Drive, , Marion, OH, 43302; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-13 |
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