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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-03-26 |
| TX | RA | APPROVED | 2014-03-21 |
Branch Locations
11175 Cicero Dr Ste 450, Alpharetta, GA 30022-1166 • United States
Atlanta, GA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Alpharetta | GA | 03/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Alpharetta | GA | 03/2020 | Present |
Independent Insurance Brokering; transamerica; 02/12/2021; Universal Life. Board of Directors; Jewish Educational Loan Fund (JELF); Past President- Executive Board Member; 4549 Chamblee Dunwoody, , atlanta, GA, 30338; Not Investment-Related; 05/12/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Futures Inc; President; Atlanta GA, ,; Not Investment-Related; 04/20/2024; 1 to 9 hours per month; 1 to 9 during trading hours / The Temple Executive Board; Vice President, Board of Trustees; 1589 Peachtree Rd NW, , Atlanta, GA, 30309; Not Investment-Related; 05/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-04-01 |
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