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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-10-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Columbia | TN | 11/2014 | 12/2018 |
| Ameriprise Financial Services, Inc. | Cordova | TN | 01/2019 | 12/2022 |
| Ameriprise Financial Services, Llc | Columbia | TN | 12/2022 | 09/2024 |
| Kingswood Capital Partners | Franklin | TN | 09/2024 | 05/2025 |
| Ameriprise Financial Services, Llc | Cordova | TN | 05/2025 | Present |
Real Estate Ownership; Single Family; 123 N Palisades Dr, , Signal Mountain, TN, 37377; Investment-Related; 05/01/2025. Business Ownership; Acer Landscape Services, LLC; Co-owner; Commercial Landscaping Company; 3737 Stewarts Lane, , Nashville, TN, 37218; Not Investment-Related; 08/31/2023; 1 to 9 hours per month; 0 during trading hours / Greg Lemon CPA PC; Owner; Tax Preparation; 1705 Fieldcrest Cir, , Franklin, TN, 37064; Not Investment-Related; 11/30/2025; 60 hours per month; 60 during trading hours. Outside Employment; Greg Lemon CPA, PC; Owner; Tax Preparation; 1705 Fieldcrest Cir, , Franklin, TN, 37064; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2018-10-03 |
| S65 | Uniform Investment Adviser Law Examination | 2018-09-21 |
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