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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-10 |
| PA | RA | APPROVED | 2004-07-14 |
Branch Locations
2607 Nicholson Road Ste 1100 Building 2, Sewickley, PA 15143 • United States
Wexford, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Sewickley | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Sewickley | PA | 03/2020 | Present |
Outside Employment; Poach, Koury & Associates LLC; Employee Contractor; Manage advisory business; 2607 Nicholson Road Bldg 2, Ste 1100, Sewickley, PA, 15143; Investment-Related; 09/08/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-13 |
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