Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-15
VA RA APPROVED 2026-05-15
  • TX RA
    APPROVED
    Since 2026-05-15
  • VA RA
    APPROVED
    Since 2026-05-15

Branch Locations

1 Park West Cir Ste 208, Midlothian, VA 23114 • United States

Richmond, VA • 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
Tiaa Charlotte NC 06/2021 06/2022
Tiaa-Cref Individual & Institutional Services, Llc Charlotte NC 06/2021 06/2022
Tiaa Charlotte NC 06/2020 08/2020
Virginia Tech Blacksburg VA 08/2019 06/2020
Sports Center Of Richmond Richmond VA 06/2019 08/2019
Virginia Tech Blacksburg VA 08/2020 06/2021
Merrill Lynch, Pierce, Fenner & Smith Incorporated Charlotte NC 08/2022 05/2026
James River High School Midlothian VA 08/2013 08/2017
Virginia Tech Blacksburg VA 08/2017 06/2019
Bank Of America, N.A. Charlotte NC 08/2022 05/2026
Ameriprise Financial Services Llc Midlothian VA 05/2026 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-09-27
  • S66 Uniform Combined State Law Examination
    2021-09-27
Other Names
  • Nate Joseph Urso
  • Nathaniel J Urso
  • Nathaniel Joseph Urso
  • Nate Urso

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Midlothian, VA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor