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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2020-06-08 |
Branch Locations
312 N Main St, Delphos, OH 45833 • United States
201 West Spring St, St Marys, OH 45885 • United States
Elida, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial | Delphos | OH | 05/2017 | 08/2017 |
| Ameriprise Financial | Delphos | OH | 05/2018 | 08/2018 |
| University Of Toledo | Toledo | OH | 08/2016 | 05/2019 |
| Ameriprise Financial Services, Inc | Delphos | OH | 10/2019 | 03/2020 |
| N/A | Elida | OH | 06/2019 | 09/2019 |
| Ameriprise Financial Services, Llc | Delphos | OH | 03/2020 | Present |
Business Ownership; DESCRP2; Owner; This LLC will be a subsidiary company of a non-profit that I am already approved to run. We raise funds for economic and business development within our community. We are working on revitalizing a specific plot of land and this LLC will be used for restricted funds specifically for that project, so we can keep them separate from our non-profits' general fund.; 310 N Main St, , Delphos, OH, 45833; Not Investment-Related; 08/07/2026; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Delphos Area Chamber of Commerce; Board Member; 310 N Main St, , Delphos, OH, 45833; Not Investment-Related; 03/09/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Delphos Economic Sustainability Coalition; General Board Member; 310 N Main St, , Delphos, OH, 45833; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Delphos Economic Sustainability Coalition; *See Boards of Directors; 310 N Main St, , Delphos, OH, 45833; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-17 |
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