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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-09-16 |
Branch Locations
2835 Miami Village Dr Ste 101, Miamisburg, OH 45342 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Smith's Boathouse | Troy | OH | 02/2020 | 03/2023 |
| Greentech Lawn And Irrigation | Troy | OH | 03/2023 | 08/2023 |
| Maxwell Lightning Protection Co | Dayton | OH | 10/2023 | 05/2024 |
| Lifetime Financial Growth | Columbus | OH | 06/2024 | 03/2025 |
| Troy High School | Troy | OH | 08/2018 | 05/2022 |
| Edison State Community College | Piqua | OH | 08/2022 | 08/2023 |
| Troy City Schools | Troy | OH | 08/2013 | 05/2018 |
| Wright State University | Dayton | OH | 08/2023 | 03/2025 |
| Guardian Life Insurance Company | Troy | OH | 03/2025 | 08/2025 |
| Park Avenue Securities | Troy | OH | 03/2025 | 08/2025 |
| Ameriprise Financial Services, Llc | Miamisburg | OH | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-16 |
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