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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-09-25 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
919 S Cox St Ste D, Ashboro, NC 27203 • United States
7 Maple Leaf Dr Ste 100, Greensboro, NC 27410 • United States
Jamestown, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greensboro | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Greensboro | NC | 03/2020 | Present |
Real Estate Ownership; Single Family; 7203 Senepole RdRandleman, NC 27317, ,; Investment-Related; 08/01/2013 / Single Family; 7 Maple Leaf Dr.Greensboro, NC 27410, ,; Investment-Related; 06/16/2016. Business Ownership; Voight-Ortiz Holdings; Owner of property; We set up an LLC to purchase land and construct a building that we intend to occupy as well as have some rental space.; 7 Maple Leaf Dr.Suite 100Greensboro, NC 27410, ,; Investment-Related; 10/09/2015; 1 to 9 hours per month; 1 to 9 during trading hours / VOF Associates LLC; Co-owner; Manage Ameriprise Business; 7 Maple Leaf Dr, Suite 100, Greensboro, NC, 27410; Investment-Related; 03/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / JTOKMO Inc.; Owner; Setting up S Corp for pass through income; 211 Winrow Dr, , Jamestown, NC, 27282; Investment-Related; 03/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; JTOKMO, Inc.; Co-owner; Manage advisory business; 211 Winrow Dr., , Jamestown , NC, 27282; Investment-Related; 08/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-22 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-22 |
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