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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-08-07 |
| SC | RA | APPROVED | 2002-09-12 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277-6809 • United States
642 Signal Hill Drive Ext, Statesville, NC 28625 • United States
Indian Land, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlotte | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 03/2020 | Present |
Real Estate Ownership; Single Family; 108 SE 23rd St, , Oak Island, NC, 28465; Investment-Related; 09/12/2020. Business Ownership; Mason-Dixon Properties, LLC; Co-owner; Manage Real Estate. Purchased office condo to lease to my financial advisory practice.; 8832 Blakeney Professional DriveSuite 302, , Charlotte, NC, 28277; Not Investment-Related; 02/24/2012; 1 to 9 hours per month; 0 during trading hours / Brightstead Management, LLC; Co-owner; Manage Ameriprise Business; 8832 Blakeney Professional Dr., Ste. 302, , Charlotte, NC, 28277; Not Investment-Related; 12/18/2020; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; Brightstead Management, LLC; Co-owner; Manage advisory business; 8832 Blakeney Professional Dr, Suite 302, Charlotte, NC, 28277; Investment-Related; 12/18/2020; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-08-14 |
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