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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2014-10-31 |
| TX | RA | APPROVED | 2014-10-31 |
Branch Locations
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277-6809 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlotte | NC | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 03/2020 | Present |
Business Ownership; Brightstead Management, LLC; Co-owner; Manage Ameriprise Business; 8832 Blakeney Professional Drive, Suite 302, Charlotte, NC, 28277; Investment-Related; 10/31/2024; 10 to 19 hours per month; 10 to 19 during trading hours. Outside Employment; Brightstead Management LLC; Co-owner; Manage advisory business; 8832 Blakeney Professional Dr Suite 302, , Charlotte, NC, 28277; Investment-Related; 02/24/2021; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-01-19 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-14 |
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