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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-08-19 |
| FL | RA | APPROVED | 2014-08-18 |
Branch Locations
500 S Florida Avenue Ste 310, Lakeland, FL 33801-5240 • United States
Lakeland, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lakeland | FL | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Lakeland | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 2225 Drane Field Road, , Lakeland, FL, 33811; Investment-Related; 05/15/2007. Business Ownership; Derby Day Investment of Lakeland LLC; collect rent & pay mortgage; Commercial Real Estate Building; 2225 Drane Field RoadLakeland, FL 33811, ,; Not Investment-Related; 05/15/2007; 1 to 9 hours per month; 0 during trading hours / Kevin McWilliams Enterprises Inc; Owner; Legal entity established to manage my Ameriprise practice; 4927 Southfork Drive, , Lakeland, FL, 33813; Not Investment-Related; 10/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Veterinary Wellness & Surgical Center of Lakeland Inc; consultant - I consult with my wife about her business outside of my hours at Ameriprise and it will not interfere with my AMPF Business. The main objective is to be able to participate in their company Simple Plan; ; 2225 Drane Field RoadLakeland FL 33811, ,; Not Investment-Related; 09/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-17 |
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