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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2012-03-02 |
Branch Locations
6817 Southpoint Pkwy Ste 1102, Jacksonville, FL 32216-6295 • United States
Jacksonville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Jacksonville | FL | 12/2001 | 03/2020 |
| Ameriprise Financial Services, Llc | Jacksonville | FL | 03/2020 | Present |
Independent Insurance Brokering; Guardian; 03/28/2018; Whole Life. Business Ownership; Synoptic Tax Partners, LLC; Owner; Tax Preparation; 13131 Sienna Ct, , Jacksonville, FL, 32224; Not Investment-Related; 01/20/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Synoptic Tax Partners, LLC; Owner; Tax Preparation; 13131 Sienna Ct, , Jacksonville, FL, 32224; Not Investment-Related; 02/01/2026; 10 to 19 hours per month; 1 to 9 during trading hours / TTOW LLC; Consulting services; This is a continuation of a currently approved activity William T. Ade is an Ameriprise advisor. William and we are a formal team as defined by Ameriprise, and William pays me a fixed annual salary related to practice support activities I perform for him. Both William and I are separate IC Franchise advisors. To be clear, neither of us are AFAs for the other. We have studied the applicable Ameriprise policy carefully (12.0 & 12.15 of the Compliance Manual, AFG Comp Sharing Arrangements Policy as of 9.18.13 and other available compensation resources) and we have a compensation arrangement that is in alignment with Ameriprise policy, FINRA rule 2420, and SEC rule 17a-3. The compensation agreement does not include compensation for any type of revenue that can only be distributed by a broker/dealer. The compensation received is for activities such as: General Team Practice Mgmt (Administration, Marketing, Operations, etc), Compliance consulting, General Business Backup Duties, Managed Account Client Services (Initial Presentations, Joint Meetings with select Managed Account clients, advice on Managed account strategies, and recommendations), and AFPS consulting (Initial Prospect Meetings, Strategies, and Recommendations).; 6817 Southpoint Pkwy Ste. 1103 Jacksonville, FL 32216, , Jacksonville, FL, 32224; Investment-Related; 01/17/2014; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-12 |
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