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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-06-29 |
Branch Locations
1468 Lexington Ave, Mansfield, OH 44907-2630 • United States
41 S. High Street, Columbus, OH 43215 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2023-02-15 |
Branch Locations
Lexington 1468 Lexington Avenue, Mansfield, OH 44907 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Under Armour | Lodi | OH | 07/2016 | 09/2016 |
| Armed Forces | Mansfield | OH | 02/2012 | Present |
| Levi Strauss | Lodi | OH | 05/2016 | 09/2016 |
| Axa Advisors Llc | Cleveland | OH | 03/2018 | 08/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 02/2022 |
| Northwestern Mutual Investment Services Llc | Akron | OH | 08/2018 | 02/2022 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 04/2021 | 02/2022 |
| J.P. Morgan Securities Llc | Westerville | OH | 03/2022 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Westerville | OH | 03/2022 | 02/2023 |
| Northwestern Mutual | Milwaukee | WI | 09/2018 | 02/2022 |
| The Huntington Investment Company | Columbus | OH | 02/2023 | Present |
| Ameriprise Financial Services, Llc | Mansfield | OH | 06/2026 | Present |
US ARMY RESERVES POSITION: Squad Leader NATURE: Employee INVESTMENT RELATED: No NUMBER OF HOURS: 20-40 SECURITIES TRADING HOURS: 0 START DATE: 02/01/2012 ADDRESS: 765 Taylor Station Rd. Blacklick OH. 43004 DESCRIPTION: Petroleum supply specialist Level 20. And Squad Leader.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-22 |
| S63 | Uniform Securities Agent State Law Examination | 2019-06-18 |
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