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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-02-28 |
| IL | RA | APPROVED | 2003-08-05 |
| MO | RA | APPROVED | 2003-02-19 |
Branch Locations
109 Chesterfield Business Pkwy, Chesterfield, MO 63005-1233 • United States
Executive Plaza 1 Ste 260 333 Salem Pl, Fairview Heights, IL 62208 • United States
5377 Highway N Ste 218, Cottleville, MO 63304 • United States
Scottsdale, AZ • United States
Scottsdale, AZ • United States
149 Chesterfield Business Pkwy, Chesterfield, MO 63005 • 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. | Chesterfield | MO | 12/1989 | 03/2020 |
| Ameriprise Financial Services, Llc | Chesterfield | MO | 03/2020 | Present |
Business Ownership; Cole Creek Partners LLC; Owner; LLC owns the office condo; 109 Chesterfield ParkwayChesterfield MO 63005, ,; Not Investment-Related; 08/05/2012; 1 to 9 hours per month; 0 during trading hours / JABMB LLC; Merge, assist with operations and facilitate succession of the financial planning practice with Ameriprise Advisor, John Beaudoin; Manage Ameriprise Business; 109 Chesterfield Business Pkwy, , Chesterfield, MO, 63005; Not Investment-Related; 07/20/2022; 1 to 9 hours per month; 0 during trading hours / Confluence Limited LLC; Managing partner; The LLC owns team checking account to manage business expenses; 109 Chesterfield Business Parkway, , Chesterfield, MO, 63005; Investment-Related; 02/09/2021; 1 to 9 hours per month; 0 during trading hours / MBTK, LLC; Co-owner; Real Estate; 149 Chesterfield Business Parkway, , Chesterfield Mo, MO, 63005; Investment-Related; 06/14/2023; 1 to 9 hours per month; 0 during trading hours / Matt Burke Enterprises; Owner; Manage Ameriprise Business; 10222 E Nolina Trail, , Scottsdale, AZ, 85262; Investment-Related; 12/18/2024; 1 to 9 hours per month; 0 during trading hours / MJB Ventures; Owner; LLC will own mutual funds and stocks that will make income distributions to Ameriprise business partners or fund future business investments.; 10222 east nolina trail, , scottsdale, AZ, 85262; Investment-Related; 05/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JABMB LLC; Vice President - Merge, assist with operations and facilitate succession of the financial planning practice with Ameriprise Advisor, John Beaudoin; Manage advisory business; 109 Chesterfield Business Pkwy, , Chesterfield, MO, 63005; Not Investment-Related; 08/01/2022; 1 to 9 hours per month; 0 during trading hours / Matt Burke Enterprises; Owner; Manage advisory business; 10222 E Nolina Trail, , Scottsdale, AZ, 85262; Investment-Related; 12/18/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-16 |
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