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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED_RES | 2010-09-07 |
| FL | RA | APPROVED | 1989-10-02 |
Branch Locations
529 N Magnolia Ave, Orlando, FL 32801 • United States
Murphy, NC • United States
Orlando, FL • United States
2 disclosure categories 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. | Orlando | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Orlando | FL | 03/2020 | Present |
Business Ownership; H & M Partners, LLC; Co-owner; Manage Ameriprise Business; 529 N Magnolia Ave , , Orlando, FL, 32801; Not Investment-Related; 11/12/2024; 1 to 9 hours per month; 0 during trading hours / Kingdom Overlook; President; A legal entity to support my practice.I have been made aware that this is a inappropriate name under AMPF guidelines. I am in the process of renaming the S Corp to comply with AMPF naming conventions.I am reporting the business activity to be current with disclosure rules.; 529 N Magnolia Ave, , Orlando, FL, 32801; Not Investment-Related; 05/15/2019; 1 to 9 hours per month; 0 during trading hours / Peachtree Orlando II; Co-owner; Property Ownership; 2709 W Fairbanks Ave, Suite 100, Orlando, FL, 32789; Not Investment-Related; 05/01/2006; 1 to 9 hours per month; 0 during trading hours. Board of Directors; The Christ School; Board Member; 106 E. Church St, , Orlando, FL, 32801; Not Investment-Related; 08/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-09-29 |
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