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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
MD RA APPROVED 2025-08-18
VA RA APPROVED 2025-06-16
  • MD RA
    APPROVED
    Since 2025-08-18
  • VA RA
    APPROVED
    Since 2025-06-16

Branch Locations

Leesburg, VA • United States

300 Red Brook Blvd Ste 320, Owings Mills, MD 21117 • United States

Leesburg, VA • United States

Disclosures

2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.

  • Regulatory action Yes
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Cuso Financial Services, Lp San Diego CA 12/2013 07/2018
The Prudential Insurance Company Of America Vienna VA 07/2018 05/2020
Pruco Securities Llc Vienna VA 07/2018 05/2020
Humana Leesburg VA 05/2020 09/2021
Anthem Leesburg VA 09/2021 03/2022
Housewife Leesburg VA 03/2022 01/2023
Ameriprise Financial Services, Llc Leesburg VA 03/2020 03/2020
Ameriprise Financial Services, Llc. Leesburg VA 01/2023 04/2025
Ameriprise Financial Services, Llc Owings Mills MD 06/2025 Present
Unemployed Leesburg VA 04/2025 06/2025
Ameriprise Financial Services Llc Leesburg VA 03/2020 03/2020
Ameriprise Leesburg VA 01/2023 01/2023
Previous Registrations
  • 2023-07-13 → 2025-06-16
    Leesburg, VA
    Leesburg, VA
  • 2018-08-03 → 2020-06-02
    Vienna, VA
    North Bethesda, MD
  • 2013-12-10 → 2018-07-26
    Cuso Financial Services, L.P.
    Alexandria, VA
    Reston, VA
    Washington, DC
    Washington, DC
    Arlington, VA
    Alexandria, VA
    Rockville, MD
    Woodbridge, VA
    Hanover, MD
  • 2012-03-19 → 2014-01-02
    Opes Capital Management, Llc
    Leesburg, VA
  • 2009-11-25 → 2012-02-23
    Vienna, VA
  • 2008-04-08 → 2009-04-30
    Mclean, VA
    New York, NY
    Reston, VA
  • 2007-05-16 → 2007-10-12
    Mclean, VA
    Fort Mill, SC
    Mclean, VA
  • 2006-01-03 → 2007-04-11
    Bb&T Investment Services, Inc.
    Fredericksburg, VA
    Fairfax, VA
    Charlotte, NC
    Charlotte, NC
  • 2005-03-08 → 2005-12-14
    Truist Investment Services, Inc.
    Vienna, VA
    Laurel, MD
  • 2004-10-20 → 2005-02-08
    Banc Of America Investment Services, Inc.
    Mclean, VA
  • 2004-03-30 → 2004-10-20
    Quick & Reilly, Inc.
    Mclean, VA
  • 2002-04-09 → 2004-03-18
    Mclean, VA
Other Businesses

Real Estate Ownership; Single Family; 1618 N Carolina Ave, , Aiken, SC, 29801; Investment-Related; 04/01/2021. Outside Employment; Brad Schwartz Wealth Management LLC; Financial Advisor/employee; Financial Advisor that is receiving a salary and bonuses from the managing practice.; 300 Red Brook Blvd. , Suite 200, Owings Mills, MD, 21117; Investment-Related; 06/11/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2023-06-28
S66 Uniform Combined State Law Examination 2002-04-01
  • S63 Uniform Securities Agent State Law Examination
    2023-06-28
  • S66 Uniform Combined State Law Examination
    2002-04-01
Designations
Other Names
  • Jacqui Moore
  • Jacqueline Hanson
  • Jacqueline Hanson Moore
  • Jacqui H Shea
  • Jacqueline Lynn Hanson
  • Jacqueline Lynn Hanson-Shea
  • Jacqui Shea
  • Jacqueline Shea
  • Jacqueline Lynn Hanson-Shea
  • Jacqui Hanson
  • Jacqui Hanson
  • Jacqueline L Hanson

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