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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2010-02-20 |
| FL | RA | APPROVED | 2009-10-05 |
Branch Locations
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
Jupiter, FL • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 03/2020 | Present |
Board of Directors; Jupiter Shrine Club; Officer; 18267 Jupiter Landings Dr., , Jupiter, FL, 33458; Not Investment-Related; 05/01/2012; 1 to 9 hours per month; 0 during trading hours / Grand Lodge of Florida; Committeeman; 220 Ocean St., , Jacksonville, FL, 32202; Investment-Related; 03/01/2018; 1 to 9 hours per month; 0 during trading hours / Jupiter Light Masonic Lodge; Secretary; 600 Loxahatchee Dr., , Jupiter, FL, 33458; Not Investment-Related; 01/07/2023; 1 to 9 hours per month; 0 during trading hours / Palm Beach Business Associates; Board Member; 4431 PGA Blvd, , Palm Beach Gardens, FL, 33410; Not Investment-Related; 10/15/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-05 |
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