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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-22 |
| OH | RA | APPROVED | 2021-02-17 |
Branch Locations
8008 N High St, Columbus, OH 43235 • United States
571 S 3Rd St, Columbus, OH 43215 • 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 |
|---|---|---|---|---|
| Ohio State University | Columbus | OH | 08/2012 | 05/2019 |
| Columbus State Community College | Columbus | OH | 05/2017 | 11/2018 |
| Ameriprise Financial | Columbus | OH | 05/2018 | 03/2020 |
| Brookside Golf & Country Club | Columbus | OH | 04/2016 | 08/2018 |
| Ameriprise Financial Services, Llc | Gahanna | OH | 03/2020 | Present |
Business Ownership; TRLT Ventures, LLC; Co-owner; Manage Ameriprise Business; 8008 N. High Street, , Columbus, OH, 43235; Investment-Related; 12/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; TRLT Ventures LLC; Co-owner; Manage advisory business; 8008 N. High Street, , Columbus, OH, 43235; Investment-Related; 12/10/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-15 |
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