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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-02-14 |
| MD | RA | APPROVED | 2023-10-16 |
Branch Locations
6 Montgomery Village Ave Ste 640, Gaithersburg, MD 20879 • United States
1820 Lancaster St Ste 209, Baltimore, MD 21231-3584 • United States
Potomac, MD • 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 |
|---|---|---|---|---|
| H.BEck Inc. | Rockville | MD | 09/2009 | 10/2017 |
| Niagara International Capital Limited | San Diego | CA | 10/2017 | 10/2023 |
| Chalice Wealth Advisors | San Diego | CA | 10/2017 | 10/2023 |
| Chalice Capital Partners, Llc | San Diego | CA | 06/2018 | 10/2023 |
| Ameriprise Financial Services | Rockville | MD | 10/2023 | 10/2023 |
| Ameriprise Financial Services, Llc | Rockville | MD | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Rockville | MD | 10/2023 | Present |
Real Estate Ownership; Multi-Family; 13205 Cloppers Mill Drive , #F, Germantown, MD, 20874; Not Investment-Related; 02/01/2011 / Multi-Family; 3738 Sandpiper Road, #221B, Virginia Beach, VA, 23456-4376; Not Investment-Related; 02/01/2022. Business Ownership; Chesapeake Innovations, LLC; Co-owner; Engineering and product design/development company.; 11705 Wayneridge Street, , Fulton, MD, 20759-9731; Not Investment-Related; 05/31/2016; 1 to 9 hours per month; 0 during trading hours / Liberty Wealth Management Limited Liability Company; Owner; Manage Ameriprise Business; 2600 Tower Oaks Blvd, Suite 220, Rockville, MD, 20852; Investment-Related; 04/20/2020; 1 to 9 hours per month; 0 during trading hours / KJ CREATIONS LLC; Co-owner; We are writing puzzle books and children's books. We are utilizing the distribution and infrastructure of Amazon KDP; 21 Baltic Lane, , Ranson, WV, 25438; Not Investment-Related; 06/18/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-05-28 |
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