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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2012-09-28 |
Branch Locations
Conshohocken, PA • United States
1000 Germantown Pike Ste H1, Plymouth Meeting, PA 19462-2488 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 09/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Other Business Activities; Savvy Ladies; Savvy Ladies is a Foundation for Financial Planning approved pro bono provider of financial literacy. Their goal is to provide a fincial helpline and programming to women at any income or asset level, though most are low- to moderate income. A headline on their site reads: Accelerating Women's Financial Knowledge through Free, Trusted Financial Guidance, Education, and the Free Financial Helpline for Women. NOTE: My start date is approximate. There is no rush, so I won't become active in the program until my OBA is approved.; 39 Broadway , Ste 1730, New York, NY, 10006; Not Investment-Related; 09/22/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-09-07 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-10 |
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