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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2022-08-03 |
| TX | RA | APPROVED | 2021-04-20 |
Branch Locations
529 Main St Ste P200, Charlestown, MA 02129 • United States
103 Palm Boulevard Suite 3C, Isle Of Palms, SC 29451 • United States
Isle Of Palms, SC • United States
1 disclosure category 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. | Charlestown | MA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlestown | MA | 03/2020 | Present |
Real Estate Ownership; Single Family; 256 Main St Unit 2Charlestown, MA 02129, ,; Investment-Related; 05/01/2015 / Single Family; 2023 Country Manor Drive, , Mount Pleasant, SC, 29466; Investment-Related; 06/01/2022 / Single Family; 43 Rutland Sq Unit 4, , Boston, MA, 02118; Investment-Related; 04/01/2022 / Single Family; 1927 Oak Tree Lane, , Mount Pleasant, SC, 29464; Investment-Related; 03/15/2024 / Single Family; 2 Swallow Lane, , Newbury, MA, 01951; Investment-Related; 07/15/2024 / Single Family; 2261 Shelly Drive, , Palm Harbor, FL, 34684; Not Investment-Related; 03/01/2026 / Single Family; 3156 Highland Blvd #11-A, , Palm Harbor, FL, 34684; Not Investment-Related; 03/01/2026 / Boat Slip; 73 WEIRS RD, Unit F7, Gilford, NH, 03220; Not Investment-Related; 03/01/2026 / Lot/Land; 3568 E Diana Lane, , Inverness, FL, 34453; Not Investment-Related; 06/01/2026. Independent Insurance Brokering; American National; 03/30/2021; Fixed Annuity. Business Ownership; Village Walk MP LLC; Managing Member; The LLC will own real estate located at 1041 Johnnie Dodds Boulevard Suite 2C, Mount Pleasant, SC 29464; 25 42nd Ave, , Isle of Palms, SC, 29451; Investment-Related; 08/26/2022; 0 hours per month; 0 during trading hours / PLUM ISLAND REAL ESTATE LLC; managing member; The LLC will own real estate located at 1 Swallow Lane, Newbury, MA 01951; 1 Swallow Lane, , Newbury, MA, 1951; Investment-Related; 05/04/2023; 0 hours per month; 0 during trading hours / IOP Palm Blvd LLC; Managing Member; The LLC will own real estate located at 103 Palm Blvd Unit 3C, Isle of Palms, SC 29451.; 25 42nd Ave, , Isle of Palms, SC, 29451; Investment-Related; 08/22/2025; 0 hours per month; 0 during trading hours. Board of Directors; 254 - 256 Main St Condo; N/A; 256 Main StCharlestown, MA 02129, ,; ; 09/01/2016; 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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