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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-03 |
| MD | RA | APPROVED | 2001-10-29 |
Branch Locations
954 Ridgebrook Rd. Suite 200, Sparks, MD 21152 • United States
Cockeysville, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Phoenix | MD | 09/2005 | Present |
Business Ownership; MM Boltz LLC; managing operations, payroll and expenses; this is an LLC for business purposes related to my financial planning practice; 954 Ridgebrook Rd, , sparks, MD, 21152; Not Investment-Related; 11/25/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-23 |
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