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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-22 |
| OH | RA | APPROVED | 2025-01-24 |
Branch Locations
250 W Old Wilson Bridge Rd Ste 150, Worthington, OH 43085 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nationwide | Columbus | OH | 07/2018 | 08/2022 |
| Standard Hall | Columbus | OH | 04/2017 | 08/2018 |
| Bob Evans | Columbus | OH | 04/2014 | 04/2017 |
| Nationwide Investment Services Corp | Columbus | OH | 07/2019 | 08/2022 |
| Schneider Downs Wealth Management Advisors, Lp | Columbus | OH | 09/2022 | 12/2024 |
| Ameriprise Financial Services, Llc | Worthington | OH | 01/2025 | Present |
Outside Employment; M and J LLC; Paraplanner - Executing trades under Jaime's supervision; Manage advisory business; 271 BALSAMINE DR, , Powell, OH, 43065; Investment-Related; 07/08/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-23 |
| S65 | Uniform Investment Adviser Law Examination | 2023-04-03 |
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