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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED_RES | 2017-03-13 |
| FL | RA | APPROVED | 2014-04-29 |
Branch Locations
Gainesville, FL • United States
501 S Dakota Ave Ste 1, Tampa, FL 33606-2579 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Tampa | FL | 02/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Tampa | FL | 03/2020 | Present |
Independent Insurance Brokering; Allstate; 02/16/2021; / New York Life; 02/16/2021; . Business Ownership; Atomic Wealth Holdings, LLC; Operating Manager; Operations, payroll, and expense management for Ameriprise; 501 S Dakota Ave, Ste 1, Tampa, FL, 33606; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-25 |
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