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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-02-16 |
| PA | RA | APPROVED | 2003-09-15 |
Branch Locations
1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462-2488 • United States
Philadelphia, PA • 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; Vernon Summit Partners; ; Expense Pass through; 1 W. Elm St Suite 450 Conshohocken PA 19428, ,; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 0 during trading hours / Vernon Summit Holdings; Partner; real estate holding llc; 1000 Germantown Pike Plymouth Meeting PA 19462, ,; Investment-Related; 06/01/2018; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Chestnut Hill Conservancy; Treasurer; 8708 Germantown Ave, , Philadelphia, PA, 19118; Not Investment-Related; 10/28/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; GFS Advancement Committee; Assisting with Advancement ideas for an independent school. Annual Giving.; 31 W. Coulter St, , Philadelphia, PA, 19144; Not Investment-Related; 04/08/2022; 1 to 9 hours per month; 0 during trading hours / Trinity College Class Giving Agent; Trinity College Class of 1996 giving agent. Help to raise funds for the college from the class of 1996.; 300 Summit St, , Hartford, CT, 06106; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-16 |
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