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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2012-06-28 |
| MD | RA | APPROVED | 1996-09-13 |
Branch Locations
4800 Montgomery Ln Ste 620, Bethesda, MD 20814 • United States
Potomac, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | Present |
Business Ownership; Berlin and Associates, LLC; Manage and HR for employees working for my financial planning practice.; Management and Consulting for my financial services practice at Ameriprise; 11705 Winterset Terrace, , Potomac, MD, 20854; Not Investment-Related; 01/01/2012; 10 to 19 hours per month; 1 to 9 during trading hours / B-Squared Leasehold; Partner - responsible for collecting rents and paying expenses, along with Ilene Brostrom.; Leasehold for shared office space; 8039 Quarry Ridge Way, , Bethesda, MD, 20918; Investment-Related; 02/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Winterset HOA; President; 11705 Winterset Terrace, , Potomac, MD, 20854; Not Investment-Related; 02/10/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-12 |
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