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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-01-11 |
| VA | RA | APPROVED | 1998-05-28 |
Branch Locations
1950 Old Gallows Rd Ste 420, Vienna, VA 22182-3920 • United States
Mclean, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Falls Church | VA | 01/1998 | 03/2020 |
| Ameriprise Financial Services, Llc | Vienna | VA | 03/2020 | Present |
Business Ownership; Unity Squared, LLC; Co-owner; Entity created to partner and team with other Ameriprise Franchise owners. Activities will focus on succession planning, operational support, and continuity planning.; 301 Maple Avenue West , Suite 520 , Vienna, VA, 22180; Not Investment-Related; 05/31/2024; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; Chain Bridge Forest HOA; Chair of the architectural committee - provide guidance to members when making improvements or additions to their home.; Chain Bridge Forest neighborhood, ,; ; 02/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-05-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-01 |
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