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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-07-05 |
| TX | RA | APPROVED_RES | 2008-03-06 |
| VA | RA | APPROVED | 2001-10-12 |
Branch Locations
2965 Colonnade Dr Ste 320, Roanoke, VA 24018-3541 • United States
1 Park West Cir Ste 208, Midlothian, VA 23114 • United States
Midlothian, VA • United States
Avon, NC • 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. | Roanoke | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Midlothian | VA | 03/2020 | Present |
Business Ownership; Red Gator LLC; Co-owner; Manage Ameriprise Business; 1 Park West Circle, Ste 208, Midlothian , VA, 23114; Investment-Related; 07/03/2023; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; New Life United Methodist Finance Team; Review and monitoring of all church finances including P&L, balance sheet and church investment programs; 900 Old Hundred Road, , Midlothian, VA, 23112; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-10 |
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