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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 |
|---|---|---|---|
| LA | RA | APPROVED | 2025-07-03 |
| CO | RA | APPROVED | 2024-06-28 |
Branch Locations
48 Mount Vernon St Ste 300, Winchester, MA 01890 • United States
Shreveport, LA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Shreveport | LA | 02/2021 | Present |
| Argent Financial Group | Shreveport | LA | 04/2020 | 12/2020 |
| Louisiana State University In Shreveport | Shreveport | LA | 01/2016 | 06/2018 |
| Louisiana State University | Shreveport | LA | 06/2014 | 12/2019 |
| Unemployed | Bossier City | LA | 12/2019 | 04/2020 |
Outside Employment; Watermelon Bay, LLC; Financial Advisor responsible for executing client and advisor requests and day to day operations of the client experience.; Manage advisory business; 48 Mt Vernon St. Suite 301, , Winchester, MA, 01890; Investment-Related; 09/18/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-20 |
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