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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2021-03-05 |
Branch Locations
1604 E Fire Tower Rd Ste C, Greenville, NC 27858 • United States
Winterville, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Greenville | NC | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Greenville | NC | 11/2016 | 03/2021 |
| Ameriprise Financial Services, Llc | Greenville | NC | 03/2021 | Present |
Real Estate Ownership; Single Family; 2235 D Locksley Woods Drive, , Greenville, NC, 27858; Investment-Related; 04/07/2021. Business Ownership; Bullseye Grill Inc.; None; This is my husband's business.; 2693 Black Jack Grimesland Road, , Greenville, NC, 27858; Not Investment-Related; 02/01/2012; 0 hours per month; 0 during trading hours / Marie B Peele LLC; For distribution of Ameriprise business expenses only; Strictly set up for business operating expenses as a 1099 employee; 4275 Black Jack Simpson Road, , Greenville, NC, 27858; Investment-Related; 03/31/2021; 1 to 9 hours per month; 0 during trading hours / Marie B Peele Properties LLC; Owner; Rental real estate only; 3800 Oliver Court, , Winterville, NC, 28590; Not Investment-Related; 06/18/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 2001-04-16 |
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