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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-05 |
| MT | RA | APPROVED | 1997-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Great Falls | MT | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Great Falls | MT | 03/2020 | Present |
Real Estate Ownership; Single Family; 18360 Lloyd Road Lloyd, Montana 59535, , Lloyd, MT, 59535; Not Investment-Related; 05/13/1997 / Single Family; 1602 Maple Lane, 6B, Bozeman, MT, 59715; Not Investment-Related; 09/02/2025. Business Ownership; Rental; ; It is a rental, with house, hayground, & pasture; 18360 Lloyd Road Lloyd, Montana 59535, ,; ; 05/13/1997; 1 to 9 hours per month; / Lloyd Montana Est. 1890, LLC; Owner; LLC to hold rental property; 2894 S. 28th Avenue, , Bozeman, MT, 59718; Not Investment-Related; 10/01/2015; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Cattle buying/selling; Purchase and sell small quanities of cattle. Compensation is usually all received in the fall.; 18360 Lloyd Road Lloyd, Montana 59535, ,; ; 05/01/2013; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-06-18 |
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