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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-11 |
| NJ | RA | APPROVED | 2002-07-29 |
Branch Locations
141 W Front St Ste 160, Red Bank, NJ 07701-6418 • United States
22 Jackson Mills Rd, Freehold, NJ 07728-8097 • United States
200 Schulz Dr Ste 101, Red Bank, NJ 07701 • 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. | Red Bank | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Red Bank | NJ | 03/2020 | Present |
Independent Insurance Brokering; Athene Annuities; 04/27/2020; / Greater Metro Agency; 06/01/2009; Fixed Annuity. Business Ownership; GMW Realty, LLC; Four business partners share responsibilities. This is an update from previous GMW Realty LLC OBA. A new partner was added to the group and LLC of GMWT Financial was considered, but ultimately the entity name remained the same.; Manage Ameriprise Business; 37 Buttonwood Drive, , Shrewsbury, NJ, 07702; Investment-Related; 11/04/2009; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Saint Leo The Great Church; Trustee; 50 Hurleys Lane, , Lincroft, NJ, 07701; Not Investment-Related; 07/01/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-10-16 |
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