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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-25 |
| FL | RA | APPROVED | 2024-07-26 |
| OH | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED | 2023-08-29 |
Branch Locations
113 N Hambden St, Chardon, OH 44024-1166 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Chardon | OH | 11/2011 | 08/2023 |
| Masters Consulting Group | Chardon | OH | 01/2015 | 08/2023 |
| Ameriprise Financial Services, Llc | Chardon | OH | 08/2023 | Present |
Business Ownership; The Physics to Economics Corporation; Owner; Patent Holder Us#8,890,353 B2 Power Generating Hydroconveyor; 28692 Sicily Loop, , Bonita Springs, FL, 34135; Not Investment-Related; 08/31/2015; 10 to 19 hours per month; 0 during trading hours. Outside Employment; River Hills Consulting; Financial Advisor; Manage advisory business; 740 Centre View Blvd, 5th Floor, Crestview Hills, KY, 41017; Investment-Related; 12/14/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Author/Book; The Source of Wealth; 28692 Sicily Loop, , Bonita Springs, FL, 34135; Not Investment-Related; 12/22/2011; 1 to 9 hours per month; 0 during trading hours / Author/Book; The Physics to Economics Model (PEM); 28692 Sicily Loop, , Bonita Springs, FL, 34135; Not Investment-Related; 08/20/2015; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-01-16 |
| S63 | Uniform Securities Agent State Law Examination | 1986-07-07 |
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