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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2015-01-20 |
Branch Locations
901 3Rd Ave S, Minneapolis, MN 55402-3367 • United States
Sudbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 01/2015 | 03/2020 |
| American Enterprise Investment Services Inc. (26506) | Minneapolis | MN | 02/2022 | Present |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
Name of Activity: CO-TRUSTEE; Date Activity Started: 08/2014; Type of Activity: CO-TRUSTEE; Role/Relationship: TRUSTEE/FIDUCIARY; Responsibilities: ASSIST IN PAYING HOUSEHOLD EXPENSES; Income Per Year: NO INCOME; Total hours Per Month: 0 - 20; Hours During Trading Hours per Month: 0 - 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others? YES, NO INVESTMENT ADVICE OR MANAGEMENT OTHER THAN ASSISTING TO MAINTAIN MONTHLY EXPENSES; -----END-----
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-03 |
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