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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2024-02-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Perrysburg | OH | 09/2016 | Present |
| Brown & Brown Insurance Of Ohio, Llc | Perrysburg | OH | 06/2015 | 09/2016 |
| H&R Block | Bowling Green | OH | 01/2014 | 01/2018 |
Business Ownership; Daniel James and Associates, LLC; Owner; You are permitted to establish a legal entity (e.g., LLC, S Corp, Personal Service Corporation) to support your practice or team (i.e. manage the day-to-day operations and expenses of your practice or team). ; 930 S Wintergarden, , Bowling Green, OH, 43402; Investment-Related; 02/23/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Lucas County Mental Health and Recovery Services Board; Trustee; 333 N. Summit St., Suite 1404, Toledo, OH, 43604; Not Investment-Related; 09/16/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; LFP Consulting, LLC; Operating entity for payroll and benefits. ; Manage advisory business; 125 Buckskin Ave., Ste 200, Bismarck, ND, 58503; Investment-Related; 03/05/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-17 |
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