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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2023-05-30 |
Branch Locations
465 Woodruff Rd, Greenville, SC 29607 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bb&T Securities | Greenville | SC | 06/2016 | 02/2021 |
| Truist Investment Services, Inc. | Greenville | SC | 02/2021 | 12/2022 |
| Truist Advisory Services, Inc. | Atlanta | GA | 02/2021 | 12/2022 |
| Ameriprise Financial Services, Llc | Greenville | SC | 05/2023 | Present |
| Unemployed | Greenville | SC | 01/2023 | 04/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-18 |
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