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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-22 |
| OH | RA | APPROVED | 2025-08-07 |
Branch Locations
7400 W Campus Rd Ste 210, New Albany, OH 43054 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hahn's Farms | Huron | OH | 05/2014 | 08/2019 |
| Student | Huron | OH | 08/2019 | 05/2020 |
| A1 Services | Huron | OH | 05/2020 | 08/2020 |
| Baldwin Wallace University | Berea | OH | 08/2020 | 05/2021 |
| Thunderbird Hills Golf Course | Huron | OH | 05/2021 | 08/2021 |
| Baldwin Wallace University | Berea | OH | 08/2021 | 05/2022 |
| Dominos | Huron | OH | 05/2022 | 08/2022 |
| Ohio University | Athens | OH | 08/2022 | 05/2023 |
| Ctm Advisors | Sandusky | OH | 05/2023 | 08/2023 |
| Dominos | Huron | OH | 05/2023 | 08/2023 |
| Ohio University | Athens | OH | 08/2023 | 05/2024 |
| Guardian Life Insurance Company | Beachwood | OH | 07/2024 | 07/2025 |
| Park Avenue Securities | Beachwood | OH | 01/2025 | 07/2025 |
| Ameriprise Financial Services, Llc | New Albany | OH | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-13 |
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