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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-06 |
Branch Locations
424 W Mountain St Suite B, Kernersville, NC 27284 • United States
Belews Creek, NC • 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 |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 11/2000 | 01/2023 |
| Ameriprise Financial Services | Kernersville | NC | 01/2023 | 01/2023 |
| Ameriprise Financial Services, Llc | Kernersville | NC | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Kernersville | NC | 01/2023 | Present |
Real Estate Ownership; Commercial; 424 West Mountain St, Suite B, Belews Creek, NC, 27284; Not Investment-Related; 06/27/2024. Business Ownership; Jubilee Legacy, LLC; Owner operator; Management of day to day expenses of financial practice; 424 West Mountain St, Suite B, Kernersville, NC, 27284; Investment-Related; 01/01/2023; 1 to 9 hours per month; 60 during trading hours. Outside Employment; Jubilee Legacy, LLC; Owner/Member - Owner/Operator; business operations and expenses; 424 West Mountain St, , Kernersville, NC, 27284; Investment-Related; 01/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-11 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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