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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2025-08-22 |
| TX | RA | APPROVED | 2025-08-22 |
Branch Locations
1260 Monroe Street Nw 3B, New Philadelphia, OH 44663-4160 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2024 | 08/2025 |
| Gartner | Fort Myers | FL | 05/2022 | 08/2024 |
| Ssb Community Bank | Strasburg | OH | 05/2021 | 01/2022 |
| Marsh Industries | New Philadelphia | OH | 05/2020 | 08/2020 |
| Union Country Club | Dover | OH | 12/2020 | 05/2021 |
| Kent State University | Kent | OH | 08/2018 | 08/2022 |
| Unemployed | New Philadelphia | OH | 08/2014 | 05/2020 |
| Unemployed | New Philadelphia | OH | 01/2022 | 05/2022 |
| Ameriprise Financial Services Llc | New Philadelphia | OH | 08/2025 | Present |
Independent Insurance Brokering; American Equity Investment Life Insurance Company; 01/23/2026; Fixed Annuity. Board of Directors; Buckeye Career Center Foundation; Member; PO Box 355, , New Philadelphia, OH, 44663; Not Investment-Related; 04/14/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Buffalo Management Group, LLC; Provide personalized financial advice to clients based on their goals, risk tolerance, and life stage Develop and manage comprehensive financial plans, including investments, retirement, insurance, and estate planning strategies Build and maintain long-term client relationships through regular reviews and ongoing communication Monitor client portfolios and recommend adjustments as market conditions or client needs change Educate clients on financial products, strategies, and market trends to support informed decision-making Ensure compliance with regulatory requirements and company policies while acting in clients' best interests; Manage advisory business; 1196 Pine Bluff Dr NE, , New Philadelphia, OH, 44663; Investment-Related; 08/22/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-14 |
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