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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-27 |
| NY | RA | APPROVED | 2021-04-04 |
| KS | RA | APPROVED | 2017-12-18 |
| NE | RA | APPROVED | 2012-10-26 |
| MO | RA | APPROVED | 2005-09-02 |
Branch Locations
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 • United States
Leawood, KS • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Overland Park | KS | 03/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
Business Ownership; JLB LLC; Owner; Consulting; 5044 W 128th Ter, , Leawood, KS, 66209; Not Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours. Outside Employment; eXtraordinary Coaching, LLC; Coach; Coaching other Ameriprise Financial Advisors on how to grow their practices.; 1922-201 Tara Ct, , Greenville, NC, 27858; Not Investment-Related; 09/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / JCB LLC; Owner; Consultant; 5044 W 128th Ter, , Leawood, KS, 66209; Not Investment-Related; 06/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-08-18 |
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