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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-05-14 |
| TX | RA | APPROVED | 2023-03-20 |
| VA | RA | APPROVED | 2004-01-09 |
| MD | RA | APPROVED | 1998-07-17 |
Branch Locations
6701 Democracy Blvd Ste 200, Bethesda, MD 20817 • United States
12848 Harbor Dr Ste 101, Lake Ridge, VA 22192-2964 • United States
Wilmington, VT • 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 |
Outside Employment; Platinum Service Solutions Inc.; Director of Operations - Management and Oversight of the Bethesda Office.; Director; 12848 Harbor Dr, Ste. 101, , Lake Ridge, VA, 22192; Not Investment-Related; 01/15/2020; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-18 |
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