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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2002-05-03 |
Branch Locations
1110 S A St, Richmond, IN 47374-5526 • United States
Cambridge City, IN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Richmond | IN | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Richmond | IN | 03/2020 | Present |
Outside Employment; Beyond Wealth Advisors LLC; Financial advisor- to maintain client relationships, give advice on investment products, build and maintain financial plans.; Manage advisory business; 2835 Miami Village Drive, Suite 101, Miamisburg, OH, 45342; Investment-Related; 01/31/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-04-04 |
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