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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2025-11-18 |
| AK | RA | APPROVED | 2025-09-08 |
| IL | RA | APPROVED | 2025-08-20 |
| TX | RA | APPROVED | 2008-08-20 |
| MD | RA | APPROVED | 2002-02-26 |
Branch Locations
16 Towne Place Dr Ste 120, Hendersonville, NC 28792-5892 • United States
34 2Nd St Nw Ste 300, Hickory, NC 28601 • United States
9921 Stephen Decatur Hwy Unit C3, Ocean City, MD 21842 • United States
300 Red Brook Blvd Ste 320, Owings Mills, MD 21117 • United States
Baltimore, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Owings Mills | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Owings Mills | MD | 03/2020 | Present |
Business Ownership; B Squared Capital; ; LLC for non Ameriprise Investments; 6712 PEBBLE BROOKE RD.BALTIMORE, Md 21209, ,; Investment-Related; 05/25/2015; 0 hours per month; 0 during trading hours / Brad Schwartz Wealth Management; Owner; Manage Ameriprise Business; 300 Red Brook Rd suite 320, , Owings mills, MD, 21209; Investment-Related; 01/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Sam Walman CPA; SUBLEASE; 300 Red Brooke blvd. suite 320, , owings mills , MD, 21209; Not Investment-Related; 04/01/2019; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-07 |
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