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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-06-29 |
| IL | RA | APPROVED | 2011-03-11 |
Branch Locations
1531 S Grove Ave Unit 203, Barrington, IL 60010 • United States
Elgin, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Barrington | IL | 03/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Barrington | IL | 03/2020 | Present |
Business Ownership; PD Partners; ; Corp is used to handle business expenses for financial planning practice; 40W735 Stonecrest Dr.Elgin IL 60124, ,; ; 03/11/2011; 1 to 9 hours per month; / Barrington 1531 Grove LLC; Manage Commercial Real Estate office for financial planning practice; Commercial Real Estate; 1531 S. Grove Unit 203, , Barrington, IL, 60010; Not Investment-Related; 01/04/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-05 |
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