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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-06-12 |
| TX | RA | APPROVED_RES | 2023-05-19 |
Branch Locations
2035 Crocker Rd Ste 201, Westlake, OH 44145-2194 • United States
Rocky River, OH • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Westlake | OH | 03/2009 | 05/2023 |
| Ameriprise Financial Services | Westlake | OH | 05/2023 | 05/2023 |
| Ameriprise Financial Services, Llc | Westlake | OH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Westlake | OH | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 1984-10-23 |
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