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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-02-03 |
| SC | RA | APPROVED | 2018-02-07 |
Branch Locations
259 Seven Farms Dr Ste 200, Daniel Island, SC 29492 • United States
Mt Pleasant, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 03/2012 | 02/2018 |
| Bank Of America, N.A. | Charleston | SC | 07/2012 | 02/2018 |
| Ameriprise Financial Services Inc | Daniel Island | SC | 02/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Daniel Island | SC | 03/2020 | Present |
Business Ownership; Aaron Watkins Holdings, LLC; Owner and Manager; business is "shell " business to pay out misc expenses related to being a financial planner; 1114 Mainland Ct, , Mt Pleasant, SC, 29464; Not Investment-Related; 12/20/2021; 0 hours per month; 0 during trading hours / 363 KM RD LLC; Owner; Real Estate; 363 Kelly Mountain , Road, Brevard, NC, 28713; Not Investment-Related; 05/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2008-08-21 |
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