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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-09-11 |
| SC | RA | APPROVED | 2013-05-17 |
Branch Locations
803 Roper Creek Dr, Greenville, SC 29615 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greenville | SC | 01/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Greenville | SC | 03/2020 | Present |
Real Estate Ownership; Commercial; 803 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 10/25/2019. Business Ownership; Elevate Management Firm, LLC; Manage the day-to-day operations and expenses of our team practice; Manage the day-to-day operations and expenses of our team practice; 803 Roper Creek Drive, , Greenville, SC, 29615; Investment-Related; 12/01/2020; 20 to 39 hours per month; 20 to 39 during trading hours / BWA Holding; Commercial rental property holding company; Commercial rental property; 803 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 10/25/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Roper Professional Park POA; President; 101 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / South Carolina Children's Theatre; Board Member; 153 Augusta Street, , Greenville, SC, 29601; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Elevate Management Firm, LLC; Managing Director - Manage the day-to-day operations and expenses of our team practice; ; 803 Roper Creek Drive, , Greenville, SC, 29615; Investment-Related; 01/01/2021; 20 to 39 hours per month; 20 to 39 during trading hours / Extraordinary Financial Advisors; Coaching and consulting financial advisory practices; Coaching and consulting financial advisory practices; 803 Roper Creek Drive, , Greenville, SC, 29615; Not Investment-Related; 09/09/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2006-12-09 |
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