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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
AL RA APPROVED 2022-04-12
TX RA APPROVED_RES 2010-07-28
GA RA APPROVED 2003-09-17
  • AL RA
    APPROVED
    Since 2022-04-12
  • TX RA
    APPROVED_RES
    Since 2010-07-28
  • GA RA
    APPROVED
    Since 2003-09-17

Branch Locations

1302 Noble St Ste 2C, Anniston, AL 36201-4677 • United States

367 Atlanta St Se, Marietta, GA 30060 • United States

Powder Spgs, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Atlanta GA 09/2005 03/2020
Ameriprise Financial Services, Llc Marietta GA 03/2020 Present
Other Businesses

Real Estate Ownership; Single Family; 175 Wright Street SW, , Marietta, GA, 30064; Not Investment-Related; 11/01/2025. Business Ownership; Wilder & Wilder LLC; Managing personnel employed to support Financial Planning practice.; Other holding company providing payroll and administrative services for financial planning business; 367 Atlanta Street SE, , Marietta, GA, 30060; Not Investment-Related; 01/02/2019; 20 to 39 hours per month; 20 to 39 during trading hours / Frauenkirche LLC; Owner; Manage Ameriprise Business; 6271 Pritchett Circle, , Powder Springs, GA, 30127; Investment-Related; 04/01/2024; 10 to 19 hours per month; 10 to 19 during trading hours / Lampertswalde LLC; Owner; Consulting; 6271 Pritchett Circle, , Powder Springs, GA, 30127; Investment-Related; 04/01/2024; 20 to 39 hours per month; 20 to 39 during trading hours / Mountaineering Partners LLC; Owner; Manage Ameriprise Business; 367 Atlanta Street SE, , Marietta, GA, 30060, USA; Not Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / APC Holdings Group, LLC; Co-owner; Manage Ameriprise Business; 367 Atlanta Street SE, , Marietta, GA, 30060; Investment-Related; 12/28/2023; 10 to 19 hours per month; 10 to 19 during trading hours / CVZ Properties LLC; managing commercial space and grounds; commercial real estate; 367 Atlanta St SE, , Marietta, GA, 30060; Not Investment-Related; 08/06/2021; 1 to 9 hours per month; 0 during trading hours / Lighten the Load, LLC; make strategic decisions for the organization.; Tax Preparation; 367 Atlanta St SE, , Marietta, GA, 30060; Not Investment-Related; 03/15/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Marietta Firefighter Support Fund; Member; 112 Haynes Street, , Marietta, GA, 30060; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; eXtraordinary Coaching, LLC; Provide coaching to other practice owners.; Financial Advisor Practice Coach; 1922-201 Tara Court, , Greenville, NC, 27858; Not Investment-Related; 08/01/2023; 20 to 39 hours per month; 20 to 39 during trading hours / Mountaineering Partners LLC; Co-owner; Manage advisory business; 367 Atlanta Street SE, , Marietta, GA, 30060; Investment-Related; 12/28/2023; 20 to 39 hours per month; 20 to 39 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2003-09-16
  • S66 Uniform Combined State Law Examination
    2003-09-16
Designations

View on SEC IAPD

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