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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2020-05-18 |
| TX | RA | APPROVED_RES | 2015-07-17 |
Branch Locations
8 Hillside Ave Ste 301, Montclair, NJ 07042 • United States
Upper Saddle River, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Caldwell | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Caldwell | NJ | 03/2020 | Present |
Business Ownership; Lexty Holdings LLC; Owner; Manage Ameriprise Business; 8 Hillside Ave, Suite 301, , Montclair, NJ, 07042; Investment-Related; 09/12/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Lexty Holdings LLC; Owner; Manage advisory business; 8 Hillside Ave, Suite 301, , Montclair, NJ, 07042; Investment-Related; 09/12/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-27 |
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