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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-11-24 |
| DE | RA | APPROVED | 2003-06-26 |
Branch Locations
200 Continental Dr Ste 200, Newark, DE 19713-4303 • United States
New Castle, DE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wilmington | DE | 08/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilmington | DE | 03/2020 | Present |
Business Ownership; PTwoP DBA Point to Point Wealth Planning; Co-owner; Consulting; 200 Continental Drive, Suite 200, Newark, DE, 19713; Not Investment-Related; 01/01/2021; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Point to Point Wealth Planning; Co-owner; Manage advisory business; 200 Continental Drive, Suite 200, Newark, DE, 19713; Investment-Related; 01/01/2020; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-06-24 |
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