Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2017-01-17
VA RA APPROVED 1998-08-13
  • TX RA
    APPROVED_RES
    Since 2017-01-17
  • VA RA
    APPROVED
    Since 1998-08-13

Branch Locations

1320 Roanoke Rd, Daleville, VA 24083 • United States

1901 S Main St Ste 4D, Blacksburg, VA 24060 • United States

2758 Electric Road Suite D, Roanoke, VA 24018 • United States

Blacksburg, VA • 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
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Blacksburg VA 09/2005 03/2020
Ameriprise Financial Services, Llc Blacksburg VA 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 103 Franklin Parke Ct., Christiansburg, VA 24073, ,; ; / Single Family; 1213K University Terrace, Blacksburg, VA 24060, ,; ; . Independent Insurance Brokering; Anthem; 11/01/2011; . Business Ownership; Dream-it; ; This is a legal entity to manage staff, rent, etc for my financial planning practice; 1901 S Main Street Blacksburg, VA 24060, ,; Not Investment-Related; 05/31/2013; 10 to 19 hours per month; 1 to 9 during trading hours. Board of Directors; Rotary; Past Assistant District Governor 7570; Rotary InternationalChicago, Il, ,; ; 04/01/2014; 1 to 9 hours per month; 0 during trading hours / American Business Women's Association; Past President advisor; Kansas City, Kansas, ,; ; 11/18/2011; 1 to 9 hours per month; 0 during trading hours. Outside Employment; DREAMIT; PRESIDENT - MANAGE ENTITY; ; 1901 SOUTH MAIN STREET STE 4D, , BLACKSBURG, VA, 24060; Investment-Related; 05/31/2013; 10 to 19 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1998-07-24
S65 Uniform Investment Adviser Law Examination 1998-07-24
  • S63 Uniform Securities Agent State Law Examination
    1998-07-24
  • S65 Uniform Investment Adviser Law Examination
    1998-07-24

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Daleville, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor