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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-03-23 |
| OH | RA | APPROVED | 1999-09-12 |
Branch Locations
3174 Mack Rd Ste 2, Fairfield, OH 45014 • United States
Hamilton, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fairfield | OH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Fairfield | OH | 03/2020 | Present |
Outside Employment; Walsh Legacy; I sold my practice to Walsh Legacy under the umbrella of Beyond Wealth Advisors and I am working for BWA/Walsh Legacy for an agreed upon consulting fee as a financial advisor.; Manage advisory business; 3174 Mack Road, , Fairfield, OH, 45014; Investment-Related; 01/01/2026; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-15 |
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