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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-06 |
| MD | RA | APPROVED | 2011-06-15 |
| VA | RA | APPROVED | 2011-06-15 |
Branch Locations
8484 Westpark Dr Ste 710, Mclean, VA 22102 • United States
Leesburg, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Taliaferro & Assoc | Lothian | MD | 06/2002 | Present |
| Ameriprise Financial Services | Bethesda | MD | 06/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | Present |
| Ameriprise Financial Services, Llc | Lothian | MD | 05/2021 | Present |
Business Ownership; Taliaferro & Associates, PLLC; ; Tax Preparation; 23007 Lois LaneAshburn, VA 20148, ,; ; 01/01/2002; 60 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-08 |
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