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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 |
|---|---|---|---|
| MD | RA | APPROVED | 2025-08-11 |
Branch Locations
Ellicott City, MD • United States
6011 University Blvd Ste 300, Ellicott City, MD 21043 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Ellicott City | MD | 08/2024 | Present |
| University Of Maryland | College Park | MD | 08/2023 | 05/2024 |
| Equitable | Columbia | MD | 05/2023 | 08/2023 |
| University Of Maryland | College Park | MD | 08/2022 | 05/2023 |
| The Maryland General Assembly | Annapolis | MD | 05/2023 | 08/2023 |
| The Maryland General Assembly | Annapolis | MD | 08/2023 | 08/2024 |
| Ameriprise Financial Services, Llc | Pittsburg | PA | 09/2021 | 05/2023 |
| Drd Pools | Ellicott City | MD | 09/2020 | 09/2021 |
| Drd Pools | Ellicott City | MD | 05/2018 | 09/2020 |
| Mount Hebron High School | Ellicott City | MD | 08/2016 | 05/2018 |
Board of Directors; Voices for Children Board of Directors; Board Member; 8358 Main Street, Second Floor, Ellicott City, MD, 21043; Not Investment-Related; 09/01/2025; 10 to 19 hours per month; 0 during trading hours. Outside Employment; ArtMelia; Co-owner; Illustrating a children's book for a friend who has written a book.; 4640 Tall Maple Court, , Ellicott City, MD, 21043; Not Investment-Related; 05/01/2025; 20 to 39 hours per month; 0 during trading hours / MNC Management Group LLC; Provide services within scope of my role and registration as directed by the Ameriprise Franchise Advisor, William A Morgan III.; Manage advisory business; 6011 University Blvd, , Ellicott City, MD, 21043; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours. Other Business Activities; Notary Public; I may provide notary services to individuals outside of Ameriprise clients and staff, whether it is for a fee or without charge.; 4640 Tall Maple Court, , Ellicott City, MD, 21043; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-01 |
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