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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2009-04-13 |
Branch Locations
46175 Westlake Dr Ste 110, Potomoc Falls, VA 20165 • United States
Sterling, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Centreville | VA | 04/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Potomac Falls | VA | 03/2020 | Present |
Business Ownership; Unity Squared; Co-owner; Pass thru entity for Team Practice set up by Matt Carbone. Joining the Team and the entity the end of February; 301 Maple Ave West, Suite 520, Vienna, VA, 22180; Investment-Related; 02/28/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-24 |
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