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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
New Philadelphia, OH • United States
1260 Monroe Street Nw 3B, New Philadelphia, OH 44663-4160 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 09/2017 | 04/2025 |
| The Middlefield Banking Company Fka Liberty Bank, Na | Beachwood | OH | 05/2016 | 09/2017 |
| Ameriprise Financial Services Llc | New Philadelphia | OH | 08/2025 | Present |
| Unemployed | New Philadelphia | OH | 05/2025 | 08/2025 |
Real Estate Ownership; Single Family; 1215 Pine Bluff Dr NE, , New Philadelphia, OH, 44663; Not Investment-Related; 04/01/2025. Business Ownership; Kendall Capital Group LLC; Co-owner; Real Estate; 420 S James St, , Dover, OH, 44622; Not Investment-Related; 03/05/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Buffalo Management Group, LLC; I am performing the duties of a financial advisor.; Manage advisory business; 1260 Monroe St NW, , New Philadelphia, OH, 44663; Investment-Related; 08/22/2025; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-11-08 |
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