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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-28 |
| VA | RA | APPROVED | 2001-07-05 |
Branch Locations
3130 Chaparral Dr Ste 204 Bldg B, Roanoke, VA 24018 • United States
3908 Springfield Rd, Glen Allen, VA 23060 • United States
Roanoke, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Roanoke | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Roanoke | VA | 03/2020 | Present |
Real Estate Ownership; Commercial; 102 Campbell Ave, Suite 2C, Roanoke, VA 240111, ,; Investment-Related; 12/22/2014. Business Ownership; TMG-QG, LLC; ; Administrative support for a financial advisory practice; 1270 Winchester Avenue Martinsburg, WV 25405, ,; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours / Waypointe Operational Services, LLC; ; Administrative support for financial advisory practice; 3140 Chaparral Drive, Bldg C, Suite 100Roanoke, VA 24018, ,; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours / Vandelay Capital Partners, LLC; ; Personal real estate investment; 3140 Chaparral Drive, Suite 100 Roanoke, VA 24018, ,; Investment-Related; 12/22/2014; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Blue Ridge Fellows Program, Inc.; Board Member; 4776 Chippenham Drive, , Roanoke, VA, 24018; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Blue Ridge Umpires Association (Lacrosse); Umpire; Lacrosse umpire for youth and high school lacrosse games; 100 North Ridge Dr. Suite 8Oxford, OH 45056434-825-2082, ,; Not Investment-Related; 03/26/2014; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Expert Witness; Provide expert witness support to a local attorney; 2314 Rosalind Ave. Roanoke, VA 24014, ,; ; 03/15/2017; 1 to 9 hours per month; 1 to 9 during trading hours / Church of the Holy Spirit/Retirement Plan Review Committee; Particiapte on a committee to meet with the investment advisor for the Church's 403(b) retirement plan and get update and provide feedback to the Vestry and administration of the Church as needed.; Church of the Holy Spirit, 6011 Merriman Road, Roanoke, VA 24018, ,; ; 07/13/2017; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-30 |
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