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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-01-09 |
| DC | RA | APPROVED | 1994-02-05 |
| VA | RA | APPROVED | 1990-02-14 |
Branch Locations
Washington, DC • United States
1220 19Th St Nw Ste 205, Washington, DC 20036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Washington | DC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Washington | DC | 03/2020 | Present |
Real Estate Ownership; Single Family; 92 Young Road, , Craftsbury, VT, 5826; Investment-Related; 03/15/2020 / Single Family; 1410 Hopkins Street NW, , Washington, DC, 20036; Investment-Related; 01/30/2025. Business Ownership; Sunderland Partners L.L.C.; Owner; Following guidance from the Succession Resource Group (SRG) and our CPA/JD, distributions from Circle in a Square Advisors LLC (yet to be established pending CSU approval) this entity will file an individual S Corp election for Dickinson Miller (me) and ultimately distribute dollars through a K-1. This a change in function from its previous usage; 1220 19th Street NW Suite 205, , Washington, DC, 20036; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / Circle in a Square Advisors LLC; Co-owner; Established for purposes of a shared operational infrastructure, expense management, and continuity planning among team members; 1220 19th Street NW, Suite 205, Washington, DC, 20036; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours. Outside Employment; Circle in a Square Advisors LLC; CEO - leadership of 2 AFA's and 3 permanent non-licensed staff; To manage the operations of our financial advisory practice - W-2 income to be paid for managerial aspects of the business. Rental, utility, technology, travel costs - all costs related to our business - will also be paid for from this entity; 1220 19th Street NW , Suite 205, Washington, DC, 20036; Investment-Related; 01/01/2026; 20 to 39 hours per month; 1 to 9 during trading hours / Sunderland Partners LLC; Owner; S Corps Owner; 1220 19th Street NW , Suite 205, Washington, DC, 20036; Investment-Related; 01/01/2026; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-09 |
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