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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-09-22 |
| PA | RA | APPROVED | 2004-01-02 |
Branch Locations
160 Jari Dr Ste 115, Johnstown, PA 15904 • United States
232 W Otterman St, Greensburg, PA 15601 • United States
Greensburg, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greensburg | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Greensburg | PA | 03/2020 | Present |
Real Estate Ownership; Commercial; 232 W. Otterman St, , Greensburg, PA, 15601; Investment-Related; 05/01/2005. Business Ownership; Circle Of Success LLC; Owner; Manage Ameriprise Business; 707 Curtis Road, , Greensburg, PA, 15601; Investment-Related; 11/26/2024; 1 to 9 hours per month; 0 during trading hours / Rose Fountain Farms, LLC; Owner; To hold my office building; 707 Curtis Road , , Greensburg, PA, 15601; Not Investment-Related; 09/01/2014; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Circle Of Success LLC; Owner; Manage advisory business; 707 Curtis Road, , Greensburg, PA, 15601; Investment-Related; 11/26/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Financial Planning Association; The Financial Planning Association (FPA) is the principal professional organization for CERTIFIED FINANCIAL PLANNER (CFP) professionals, educators, financial services providers and students who seek advancement in a growing, dynamic profession. ?FPA supports high standards of professional competence, ethical conduct and clear, complete disclosure when serving clients. FPAs One Connection for professional development, business success, advocacy and community at the national and chapter levels is truly indispensable in the advancement of todays CFP professionals.; 7535 E. Hampden Ave Suite #600 Denver, CO 80231, ,; ; 09/28/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Estate Planning Council of Pittsburgh; The groups mission is to foster greater understanding of the roles and relationships of these professionals and to encourage closer cooperative efforts by which to serve clients in the field of estate planning. The organization also provides a forum in which to discuss current issues and keep abreast of trends in the estate planning field.; P.O. Box 97795 Pittsburgh, PA 15227 Phone: 412-655-4447 Option 3, ,; ; 09/28/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Latrobe Laurel Valley Chamber of Commerce; Professional ASSOC promoting business and commerce in Latrobe and the Laurel Valley; 811 Ligonier St, , Latrobe, PA, 15650; Not Investment-Related; 07/15/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-26 |
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