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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-05-08 |
| MD | RA | APPROVED | 2012-02-21 |
Branch Locations
6010 Executive Blvd Ste 1000, Rockville, MD 20852-1000 • United States
Rockville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockville | MD | 02/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Rockville | MD | 03/2020 | Present |
Board of Directors; Non-Profit Community Dev. Corp. of DC; President/Manage Director; 1330 New Hampshire Avenue, Suite 111, , Washington, DC, 20036; Not Investment-Related; 01/01/1995; 1 to 9 hours per month; 1 to 9 during trading hours / Utility Advisory, Inc; Treasurer; 328 N Eutaw St, Floor 2, Baltimore, MD, 21201; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; United Religions Initiative; Oversight of URI's investment advisor and the investment portfolio.; 1009 General Kennedy Avenue, , San Francisco, CA, 94129; Investment-Related; 04/21/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-17 |
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