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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
7 Maple Leaf Dr Ste 100, Greensboro, NC 27410 • United States
Summerfield, 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; 4630 Pennoak Road, , Greensboro, NC, 27407; Investment-Related; 07/01/2005 / Single Family; 6205 Stockbridge Drive, , Greensboro, NC, 27410; Investment-Related; 02/05/2014 / Commercial; 709 Milner Drive, , Greensboro, NC, 27410; Not Investment-Related; 12/13/2024 / Commercial; 7 Maple Leaf Drive, , Greensboro, NC, 27410; Investment-Related; 07/01/2016. Independent Insurance Brokering; New York Life; 02/15/2024; Universal Life, Whole Life. Business Ownership; Voight-Ortiz Holdings, LLC; ; My office partner, Jason Ortiz, and I formed this LLC for the purpose of building our new office building. The new building is leased to our Ameriprise practice and the other half of the building will be rental space.; 7 Maple Leaf DriveSte 100Greensboro, NC 27410, ,; Not 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 Drive, Ste 100, Greensboro, NC, 27410; Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours / JHVDPV, Inc.; Co-owner; Manage Ameriprise Business; 6697 Fegan Road, , Summerfield, NC, 27358; Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Soccer coach; I will be considered an employee of the county school system.; I will be coaching a JV boys high school soccer team.; 709 Friendway Rd, , Greensboro, NC, 27410; Not Investment-Related; 07/07/2025; 40 to 59 hours per month; 0 during trading hours / JHVDPV, Inc.; Co-owner; Manage advisory business; 6089 Fegan Road, , Summerfield, NC, 27358; Investment-Related; 09/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-08-12 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-12 |
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