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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-08-08 |
| FL | RA | APPROVED | 2024-08-07 |
| TX | RA | APPROVED | 2014-10-02 |
| PA | RA | APPROVED | 2003-07-30 |
Branch Locations
2070 Butler Pike, Plymouth Meeting, PA 19462 • United States
Margate City, NJ • United States
Conshohocken, PA • United States
Boca Raton, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Business Ownership; Kelman and Magliari Realty LLC; partner; An LLC we purchased a piece of real estate in; 2070 butler pike, , plymouth meeting, PA, 19462; Investment-Related; 07/01/2014; 1 to 9 hours per month; 1 to 9 during trading hours / Kelman and Magliari Management Company; owner...administrative; Management Company for the expenses of our financial planning practice; 2070 butler Pike, , plymouth meeting, PA, 19462; Not Investment-Related; 12/18/2006; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-09 |
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