Donald Leavitt Mccoy

Current Employers

Ameriprise Financial Services, Llc

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

Current Registrations

Authority	Category	Status	Date
MN	RA	APPROVED	2023-04-06
TX	RA	APPROVED	2023-04-06

MN RA
APPROVED

Since 2023-04-06
TX RA
APPROVED

Since 2023-04-06

Branch Locations

860 Blue Gentian Rd Ste 295, Eagan, MN 55121 • United States

Saint Paul, MN • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Planners Financial Services, Inc.	Minneapolis	MN	07/1997	04/2023
Ameriprise Financial Services, Llc	Mendota Heights	MN	04/2023	Present

07/1997 → 04/2023

Planners Financial Services, Inc.

Minneapolis, MN
04/2023 → Present

Ameriprise Financial Services, Llc

Mendota Heights, MN

Previous Registrations

1999-03-23 → 2023-04-06

Planners Financial Services, Inc.

Bloomington, MN

Wayzata, MN

Mendota Heights, MN

Bloomington, MN

Edina, MN

Mendota Heights, MN

Eagan, MN

Other Businesses

Business Ownership; DLM Financial Services LLC; Owner; Manage Ameriprise Business; 860 Blue Gentian Road, Suite 295, Eagan, MN, 55121; Investment-Related; 03/21/2023; 1 to 9 hours per month; 0 during trading hours.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	1997-09-09

S66 Uniform Combined State Law Examination

1997-09-09

Other Names

Donald L Mccoy
Donald Mccoy
Don Leavitt Mccoy
Don L Mccoy
Don Mccoy

View on SEC IAPD