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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-09-06 |
Branch Locations
300 Red Brook Blvd Ste 320, Owings Mills, MD 21117 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bowman & Company, Cpa, Pc | Columbia | MD | 11/1987 | 08/2022 |
| Avantax Investment Services, Inc. | Columbia | MD | 09/2012 | 08/2022 |
| Avantax Advisory Services | Columbia | MD | 10/2012 | 09/2022 |
| Ameriprise Financial Services | Columbia | MD | 09/2022 | 04/2023 |
| Ameriprise Financial Services, Llc | Owings Mills | MD | 04/2023 | Present |
Real Estate Ownership; Commercial; 1353 Great Neck Rd, , Virginia Beach, VA, 23454; Investment-Related; 03/01/2006 / Commercial; 7061 Deepage DR Ste 101, , Columbia, MD, 21045; Investment-Related; 05/01/2021 / Multi-Family; 621 N High St, , Martinsburg, WV, 25405; Investment-Related; 07/01/1995. Board of Directors; Small Business Awards Week, Inc; Treasurer; 100 South Charles St, , Baltimore, MD, 21201; Investment-Related; 01/01/2003; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Bowman & Company, CPA, PC; President - CPA business was sold and entity was merely retained to collect Notes Receivable; ; 7061 Deepage DR, , Columbia, MD, 21045; Not Investment-Related; 05/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1998-12-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-06 |
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