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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-10-15 |
| TX | RA | APPROVED_RES | 2009-11-20 |
| MD | RA | APPROVED | 2000-05-31 |
Branch Locations
7840 Roswell Rd Ste 405, Atlanta, GA 30350 • United States
8825 Stanford Blvd Ste 200, Columbia, MD 21045 • United States
Ellicott City, MD • 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. | Columbia | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Columbia | MD | 03/2020 | Present |
Independent Insurance Brokering; Transamerica; 04/02/2013; / UNUM; 06/01/2002; / AuguStar Life Insurance Company; 12/02/2024; Whole Life. Business Ownership; Plant & Solomon, LLC; It is a pass-through business.; Pass through for expenses associated with P2 formal team practice. Please note we sublease a portion of our office to another Ameriprise franchisee and provide conference room rental to other Ameriprise advisors as part of our master lease; 8825 Stanford Blvd - Suite 200, , Columbia, MD, 20145; Investment-Related; 01/01/2009; 10 to 19 hours per month; 10 to 19 during trading hours / DSOLO LLC; Owner; Manage Ameriprise Business; 8825 Stanford Blvd, Suite 200, Columbia, MD, 21045; Investment-Related; 06/04/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; The Lucky Duck Foundation, Inc; Member; 6801 Douglas Legum Dr. Suite AElkridge, Md 21075, ,; ; 12/01/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-16 |
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