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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2024-08-14 |
| TX | RA | APPROVED_RES | 2015-03-19 |
| VA | RA | APPROVED | 2003-11-10 |
Branch Locations
14350 Sommerville Ct, Midlothian, VA 23113 • United States
Duck, NC • United States
Midlothian, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Midlothian | VA | 06/1997 | 03/2020 |
| Ameriprise Financial Services, Llc | Midlothian | VA | 03/2020 | Present |
Business Ownership; Williamson FP; ; This is a S Corp that has been set up to manage the operation of our practce.; 14350 Sommerville CourtMidlothian, VA 23113, ,; ; ; 20 to 39 hours per month; / Sommerville Partners; ; This is an S Corp to manage our employees and marketing.; 14350 Sommerville CourtMidlothian, VA 23113, ,; ; ; 1 to 9 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-07 |
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