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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-10 |
| FL | RA | APPROVED | 2012-03-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Dunedin | FL | 03/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Dunedin | FL | 03/2020 | Present |
Business Ownership; Insights by KJJD; President and CEO; Patrick is a shareholder with Insights by KJJD. This entity operates our Ameriprise team office and pays staff, rent and other overhead as related to operating our practice.; 595 Main Street, , Dunedin, FL, 34698; Investment-Related; 01/24/2018; 40 to 59 hours per month; 10 to 19 during trading hours / Thornton Donoghue & Associates, LLC; Manager - not an active company, just owns a key man policy.; Owns a key man policy.; 595 Main Street, , Dunedin, FL, 34698; Not Investment-Related; 07/27/2004; 0 hours per month; 0 during trading hours. Board of Directors; City of Dunedin - Employee Review Board; Committee Chair; 737 Louden Ave, , Dunedin, FL, 34698; Not Investment-Related; 06/01/2010; 0 hours per month; 0 during trading hours / City of Dunedin - Marina Advisory Committee (Citizens Committee); Secretary; 737 Louden Avenue, , Dunedin, FL, 34698; Not Investment-Related; 05/02/2022; 1 to 9 hours per month; 0 during trading hours / Clearwater Marine Aquarium; Board member; 249 Windward Passage, , Clearwater, FL, 33767; Not Investment-Related; 10/23/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Townhomes at Highland Crossing; Member, Treasurer; PO Box 1028, , Tarpon Springs, FL, 34688; Not Investment-Related; 05/21/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-13 |
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