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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-12-03 |
| VA | RA | APPROVED | 1998-09-10 |
Branch Locations
2000 Duke St Ste 300, Alexandria, VA 22314 • United States
Alexandria, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Arlington | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Alexandria | VA | 03/2020 | Present |
Business Ownership; Lantz Family LLC; Advisor to entity, and administrative support to current co-manager (Phillip Lantz).; Family limited partnership for investment purposes.; 1250 S Washington St, Unit 511, , Alexandria, VA, 22314; Investment-Related; 03/01/2020; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-07 |
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