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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MT | RA | APPROVED | 2024-08-20 |
| TX | RA | APPROVED | 2003-03-03 |
Branch Locations
11675 Jollyville Rd Ste 200, Austin, TX 78759-3939 • United States
Kila, MT • United States
Austin, TX • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Austin | TX | 12/2002 | 03/2020 |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | Present |
Business Ownership; Beyond The Money, LLC; Run payroll, run QuickBooks for Ameriprise income and expenses; Used to run expenses for business, payroll, etc.; 12507 Parkland Dr, , Austin, TX, 78729; Not Investment-Related; 02/22/2011; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Agent named in a health care directive or living will. Outside Employment; Beyond The Money, LLC; Owner; ; 12507 Parkland Dr, , Austin, TX, 78729; Not Investment-Related; 02/22/2011; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-02-27 |
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