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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NE | RA | APPROVED | 2018-09-12 |
| CO | RA | APPROVED | 2015-12-03 |
| TX | RA | APPROVED | 2015-12-03 |
Branch Locations
7730 E Belleview Ave Ste A102, Greenwood Village, CO 80111 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Denver | CO | 12/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Denver | CO | 03/2020 | Present |
Independent Insurance Brokering; American General; 01/01/2005; / Lincoln National; 01/01/2005; / Transamerica; 01/01/2005; / Allianz Life; 01/01/2005; / Met Life; 01/01/2005; / Illinois Mutual; 01/01/2007; / John Hancock; 01/01/2005; / Massachusetts Mutual Companies; 09/01/2002; Disability Income / Sun Life; 01/01/2005; . Business Ownership; Jeremy L Davis Company; Marketing and Sales; Book sales.; 1814 Ridgetrail Lane, , Castle Rock, CO, 80104; Not Investment-Related; 07/01/2007; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Writing a Book; I am authoring a self help and personal finance book.; 1814 Ridgetrail Lane, , Castle Rock, CO, 80104; Not Investment-Related; 11/30/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-03-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-11-26 |
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