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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2013-01-29
GA RA APPROVED 2003-04-07
  • TX RA
    APPROVED_RES
    Since 2013-01-29
  • GA RA
    APPROVED
    Since 2003-04-07

Branch Locations

5855 Sandy Springs Cir Ne Ste 100, Sandy Springs, GA 30328 • United States

Atlanta, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Sandy Springs GA 09/2005 03/2020
Ameriprise Financial Services, Llc Sandy Springs GA 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 5855 Sandy Springs CircleSuite 100Sandy Springs, GA 30328, ,; Not Investment-Related; 11/01/2008 / Commercial; 5855 Sandy Springs Circle, Suite 120, , Sandy Springs, GA, 30328; Not Investment-Related; 01/01/2018. Independent Insurance Brokering; Berkshire Life - Guardian; 01/01/2007; Disability Income. Business Ownership; MacKelfresh & Associates, LLC; Owner; Holding company for the management of expenses and the compensation of employees; 5855 Sandy Springs CircleSuite 100Sandy Springs, GA 30328, ,; Not Investment-Related; 09/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / Shoebox Tax Prep; Owner; Tax Preparation; 5855 Sandy Springs Circle NE, Suite 120, Sandy Springs, GA, 30328; Not Investment-Related; 01/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; CaringWorks Inc; Treasurer; 2785 Lawrenceville Hwy #205, , Decatur, GA, 30033; Investment-Related; 01/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Thu Clear, Inc.; Contractor; Manage advisory business; 3475 Lenox Road NE, Suite 600, Atlanta, GA, 30326; Investment-Related; 02/09/2026; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-10-03
  • S66 Uniform Combined State Law Examination
    2000-10-03

View on SEC IAPD

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