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Richard Berg Zsakany

Ameriprise Financial Services, LLC

Bethesda, MD

Odenton, MD

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
VA RA APPROVED 2014-09-26
TX RA APPROVED 2010-02-18
MD RA APPROVED 2009-10-05
  • VA RA
    APPROVED
    Since 2014-09-26
  • TX RA
    APPROVED
    Since 2010-02-18
  • MD RA
    APPROVED
    Since 2009-10-05

Branch Locations

4800 Montgomery Ln Ste 250, Bethesda, MD 20814 • United States

Odenton, MD • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Rockville MD 10/2009 03/2020
Ameriprise Financial Services, Inc. Bethesda MD 10/2009 03/2020
Ameriprise Financial Services, Llc Bethesda MD 03/2020 Present
  • 10/2009 → 03/2020
    Ameriprise Financial Services, Inc.
    Rockville, MD
  • 10/2009 → 03/2020
    Ameriprise Financial Services, Inc.
    Bethesda, MD
  • 03/2020 → Present
    Ameriprise Financial Services, Llc
    Bethesda, MD
Previous Registrations
  • 2003-06-24 → 2009-10-05
    Ameriprise Advisor Services, Inc.
    Rockville, MD
    Washington, DC
    Rockville, MD
  • 2003-03-31 → 2003-06-25
    Choreo, Llc
    Rockville, MD
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2001-05-19
S63 Uniform Securities Agent State Law Examination 2000-05-16
  • S65 Uniform Investment Adviser Law Examination
    2001-05-19
  • S63 Uniform Securities Agent State Law Examination
    2000-05-16
Designations
Other Names
  • Richard Berg Zsakany Jr

View on SEC IAPD

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