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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-04-25 |
| FL | RA | APPROVED | 2015-11-24 |
Branch Locations
595 Main St, Dunedin, FL 34698-4998 • United States
Dunedin, FL • United States
2 disclosure categories 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. | Minneapolis | MN | 11/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Dunedin | FL | 03/2020 | Present |
Board of Directors; Pinellas County Estate Planning Council; Member; PO Box 251, , St. Petersburg, FL, 33731; Not Investment-Related; 07/31/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Dunedin Chamber of Commerce; Director; 301 Main St, , Dunedin, FL, 34698; Not Investment-Related; 09/23/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Dunedin Chamber of Commerce; Treasurer; 301 Main St, Ste 303, Dunedin, FL, 34698; Not Investment-Related; 04/22/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Insights by KJJD, Inc; Chief Operating Officer - Aide in providing management and decision making with regard to strategic vision, operational and financial support of the Ameriprise Financial Practice; ; 595 Main St, , Dunedin, FL, 34698; Not Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-17 |
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