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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-24 |
| MD | RA | APPROVED | 1998-06-29 |
Branch Locations
4800 Montgomery Ln Ste 620, Bethesda, MD 20814 • United States
Bethesda, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | Present |
Real Estate Ownership; Single Family; 5709 Brewer House Circle, #101, Rockville, MD, 20852; Not Investment-Related; 06/01/2024. Business Ownership; B-Squared Leasehold, LLC; Hold the lease and manage office space for Ameriprise Adivsors; Oversea office space and manage lease for 4 Ameriprise Advisors and their staffs; 4800 Montgomery Lane Suite 620, , Bethesda, MD, 20814; Investment-Related; 02/18/2022; 10 to 19 hours per month; 1 to 9 during trading hours / FP Matters, LLC; Manage staff, oversee office expenses; HR Management and Overhead Services; 4800 Montogmery Lane Suite 620, , Bethesda, MD, 20814; Investment-Related; 01/01/2012; 20 to 39 hours per month; 1 to 9 during trading hours. Board of Directors; Capital Speakers Club Board of Directors; Database Committee; 747 N Ashton St, , Alexandria, VA, 22312; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; FP Matters LLC; Owner; Manage advisory business; 4800 Montgomery Lane Suite , Suite 620, Bethesda, MD, 20814; Investment-Related; 01/20/2023; 1 to 9 hours per month; 1 to 9 during trading hours / B-Squared Leasehold, LLC; Co-owner; Real Estate; 4800 Montgomery Lane, Suite 620, Bethesda, MD, 20814; Not Investment-Related; 02/18/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-01 |
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