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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2026-04-16 |
Branch Locations
124 County Line Road West 2Nd Floor Suite D, Westerville, OH 43082 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 02/2024 | 07/2025 |
| Fifth Third Bank | Columbus | OH | 03/2020 | 11/2023 |
| Jp Morgan Chase | Westerville | OH | 05/2016 | 06/2019 |
| United State Postal Service | Westerville | OH | 04/2019 | 07/2019 |
| Adecco | Grove City | OH | 09/2019 | 02/2020 |
| Fourever Plans | Columbus | OH | 01/2021 | 12/2023 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 08/2025 | 12/2025 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 08/2025 | 12/2025 |
| Ameriprise Financial Services, Llc | Westerville | OH | 04/2026 | Present |
| Unemployed | Columbus | OH | 01/2026 | 03/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-28 |
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