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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2021-02-04 |
| CA | RA | APPROVED | 2020-07-28 |
Branch Locations
13520 Evening Creek Dr N Ste 110, San Diego, CA 92128 • United States
4514 Cole Ave Suite 600 Box 17404673, Dallas, TX 75205-4193 • United States
Dallas, TX • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Crowe Horwath | San Francisco | CA | 05/2017 | 08/2017 |
| Ameriprise Financial Services, Inc. | San Diego | CA | 07/2018 | 03/2020 |
| University Of Southern California | Los Angeles | CA | 08/2014 | 05/2018 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | Present |
Outside Employment; Stillwater Vista LLC; Financial Advisor - Advising clients of the practice; ; 131520 Evening Creek Dr N Ste 110, , San Diego, CA, 92128; Investment-Related; 07/26/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-29 |
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