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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-04-13 |
| TX | RA | APPROVED_RES | 2012-07-12 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
13830 Ballantyne Corporate Pl Ste 200, Charlotte, NC 28277 • United States
28100 Us Hwy 19 N Ste 400, Clearwater, FL 33761 • United States
Redington Shores, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cornelius | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Clearwater | FL | 03/2020 | Present |
Board of Directors; Finance Committee of Oakhurst UMC; Finance Chair; 13400 Park Blvd, , Seminole, FL, 33776; Not Investment-Related; 11/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Self-Financial Advisor Consulting; owner-1099 income - Consultant to Ameriprise P2 Advisors; Now consulting outside of the Franchise Consultant program; 17810 Statesville Rd #322 Cornelius, NC 28031, ,; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-07-13 |
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