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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-08-19 |
| MI | RA | APPROVED | 2010-06-09 |
| OH | RA | APPROVED | 1999-09-18 |
Branch Locations
5954 Renaissance Place Suite B, Toledo, OH 43623 • United States
6060 Renaissance Pl Ste H, Toledo, OH 43623 • United States
Temperance, MI • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Toledo | OH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Toledo | OH | 03/2020 | Present |
Business Ownership; Patrick Convery Franchise, LLC; the llc holds the checking account for business expenses for the Financial planning practice; Entity for managing Ameriprise practice; 6060 Renaissance Place, Suite H, , Toledo, OH, 43623; Investment-Related; 01/01/2000; 1 to 9 hours per month; 0 during trading hours. Outside Employment; A2 business llc; financial advisor; salary and bonus; 6060 renaissance place, suite h, toledo, OH, 43623; Not Investment-Related; 02/16/2024; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1988-11-30 |
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