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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-10-30 |
| NC | RA | APPROVED | 2015-04-10 |
| GA | RA | APPROVED | 2015-04-01 |
Branch Locations
317 Peachtree St, Murphy, NC 28906 • United States
Blairsville, GA • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Andrews | NC | 03/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Murphy | NC | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 00 John Smith Rd, , Blairsville, GA, 30512; Not Investment-Related; 03/01/2014. Business Ownership; Lance Investments & Wealth Management, LLC; Owner; LLC; 317 Peachtree StreetMurphy, NC 28906, ,; Investment-Related; 09/28/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Harris Top Properties; Co-owner; Real Estate; 203 Peachtree St, , Murphy, NC, 28906; Not Investment-Related; 06/15/2016; 0 hours per month; 0 during trading hours / Potato Creek Properties, LLC; Co-owner; Real Estate; 203 Peachtree St, , Murphy, NC, 28906; Not Investment-Related; 06/01/2016; 0 hours per month; 0 during trading hours / Lance Property Holdings, LLC; Co-owner; Real Estate; 130 Coosa Bend, , , Blairsville, GA, 30512; Not Investment-Related; 09/17/2020; 0 hours per month; 0 during trading hours. Board of Directors; Cherokee County Chamber of Commerce; Secretary; 805 W. US 64, , Murphy, NC, 28906; Not Investment-Related; 01/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Murphy Business Association; Board Member; 40 Tennessee St, , Murphy, NC, 28906; Not Investment-Related; 02/28/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Hiwassee Valley Recreation Foundation Board; Board Member; 695 Connahetta St, , Murphy, NC, 28906; Not Investment-Related; 03/03/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Cherokee County Community Foundation; President; Po Box 2851, , Hickory, NC, 28603; Not Investment-Related; 02/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Cherokee County Community Connections; Secretary; 805 US 64 W, , Murphy, NC, 28906; Not Investment-Related; 01/01/2026; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-05-26 |
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