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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
Branch Locations
4600 W Kennedy Blvd, Tampa, FL 33609 • United States
Clearwater, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | St. Petersburg | FL | 01/2017 | 05/2022 |
| Montreat College | Montreat | NC | 08/2016 | 12/2016 |
| Raymond James Financial Services, Inc. | St. Petersburg | FL | 01/2020 | 05/2022 |
| Centennial Bank | Tampa | FL | 05/2022 | Present |
| Ameriprise Financial Services, Llc | Tampa | FL | 06/2022 | Present |
Outside Employment; Centennial Bank; Financial Advisor; Financial Advisor AFIG; 4600 W. Kennedy Blvd, , Tampa, FL, 33609; Investment-Related; 05/25/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-16 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-17 |
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