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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-10-14 |
| OH | RA | APPROVED | 1999-09-18 |
Branch Locations
4383 Executive Cir Nw, Canton, OH 44718 • United States
3378 State Route 5 Ne, Cortland, OH 44410 • United States
Warren, OH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Cortland | OH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Cortland | OH | 03/2020 | Present |
Real Estate Ownership; Commercial; 3378 State Route NE , , Cortland, OH, 44410; Not Investment-Related; 07/14/2006. Business Ownership; Thomas P Shortreed & Associates LLC; Owner; Office Building and structure for my financail planning practice at Ameriprise; 3378 St Rt 5, , Cortland, OH, 44410; Investment-Related; 04/01/2011; 20 to 39 hours per month; 20 to 39 during trading hours / Personality Profiles LLC to DBA as Financial Psychology Company; Own and operate company; Profiling system to help advisors better understand their clients relationship with money, risk, and trust; 115 Kensington Lane, , Warren, OH, 44484; Not Investment-Related; 12/18/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-07-05 |
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