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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-08-16 |
Branch Locations
1612 Summit Ave Ste 410, Fort Worth, TX 76102-5916 • United States
Aledo, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Dallas | TX | 03/2008 | 08/2019 |
| Bank Of America, N.A. | Fort Worth | TX | 08/2009 | 08/2019 |
| Ameriprise Financial Services Inc | Fort Worth | TX | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Fort Worth | TX | 03/2020 | Present |
Board of Directors; TCU; Advisory board member; 2800 S. University, , Fort Worth, TX, 76129; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-04 |
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