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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-08-09 |
Branch Locations
80 Maple Ave Ste 6, Great Barrington, MA 01230 • United States
East Otis, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Great Barrington | MA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Great Barrington | MA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 83 Castle ST, , Great Barrington, MA, 01230; Investment-Related; 08/15/2013. Business Ownership; Lake Shore LLC; Owner; Real Estate; PO Box 531, , East Otis, MA, 01029; Not Investment-Related; 02/15/2012; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Great Barrington Rotary/Rotary International; Board Member; PO Box 565, , Great Barrington, MA, 01230; Not Investment-Related; 03/15/2004; 10 to 19 hours per month; 1 to 9 during trading hours / Barrington Square Condo Association; Board member; 80 Maple Avenue, , Great Barrington, MA, 01230; Not Investment-Related; 06/15/2008; 1 to 9 hours per month; 1 to 9 during trading hours / Driftwood Shores Community Association; Vice President; Driftwood Shores, , Tolland , MA, 01034; Not Investment-Related; 05/25/2007; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-18 |
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