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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-10 |
| SC | RA | APPROVED | 2001-08-22 |
Branch Locations
259 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • United States
Daniel Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Daniel Island | SC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Daniel Island | SC | 03/2020 | Present |
Business Ownership; My Circle, LLC; Owner,; It will be a holding company for an App and possibly a website for social communication.; 500 Gibbes St. Daniel Island, SC 29492, ,; Not Investment-Related; 04/20/2018; 1 to 9 hours per month; 0 during trading hours / JCH Holdings, LLC; entity used for advisor practice payroll and bill pay.; Legal entity to manage my practice.; 500 Gibbes St, , Daniel Island, SC, 29492; Not Investment-Related; 05/18/2015; 1 to 9 hours per month; 0 during trading hours / Deep Blue Holdings LLC; Owner; Holding company for your AMPF office lease.; 259 Seven Farms Drive, Suite 200, Daniel Island, SC, 29492; Not Investment-Related; 04/02/2004; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Coastal Educational Foundation; Board member; P.O. Box 261954 Conway, SC 29528-6054, ,; Investment-Related; 01/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-26 |
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