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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
MO RA APPROVED 2024-08-13
TX RA APPROVED 2024-05-23
KS RA APPROVED 2024-04-12
  • MO RA
    APPROVED
    Since 2024-08-13
  • TX RA
    APPROVED
    Since 2024-05-23
  • KS RA
    APPROVED
    Since 2024-04-12

Branch Locations

Overland Park, KS • United States

4200 W 115Th St Ste 200, Leawood, KS 66211-2729 • 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
Gwfs Equities, Inc. Overland Park KS 07/2016 09/2016
Ameriprise Financial Services Leawood KS 01/2024 01/2024
Cbiz Mhm, Llc Kansas City MO 04/2017 01/2024
Unemployed Leawood KS 09/2016 04/2017
Ameriprise Financial Services, Llc. Leawood KS 01/2024 Present
  • 07/2016 → 09/2016
    Gwfs Equities, Inc.
    Overland Park, KS
  • 01/2024 → 01/2024
    Ameriprise Financial Services
    Leawood, KS
  • 04/2017 → 01/2024
    Cbiz Mhm, Llc
    Kansas City, MO
  • 09/2016 → 04/2017
    Unemployed
    Leawood, KS
  • 01/2024 → Present
    Leawood, KS
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-04-12
S63 Uniform Securities Agent State Law Examination 2016-07-22
  • S66 Uniform Combined State Law Examination
    2024-04-12
  • S63 Uniform Securities Agent State Law Examination
    2016-07-22
Other Names
  • Wyatt Steed
  • Clifton Wyatt Steed

View on SEC IAPD

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