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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
OK RA APPROVED 2024-10-08
TX RA APPROVED_RES 2008-01-16
FL RA APPROVED 1990-07-02
  • OK RA
    APPROVED
    Since 2024-10-08
  • TX RA
    APPROVED_RES
    Since 2008-01-16
  • FL RA
    APPROVED
    Since 1990-07-02

Branch Locations

13400 Sutton Park Dr S Ste 1104, Jacksonville, FL 32224 • United States

Jacksonville, FL • 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
Ameriprise Financial Services, Inc. Jacksonville FL 09/2005 03/2020
Ameriprise Financial Services, Llc Jacksonville FL 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 13400 Sutton Park Drive South, Suite 1104,Jacksonville, FL 32224, ,; ; 04/15/2003. Business Ownership; Jacksonville Office Condo, LLC; ; Real Estate Holding Company; 13400 Sutton Park Drive South, Suite 1104,Jacksonville, FL 32224, ,; ; 01/01/2012; 1 to 9 hours per month; . Outside Employment; Think2Perform; Senior Vice President/Coaching Consultant -; Coaching Individuals on worklife balance; 706 2nd Avenue South, #271Minneapolis, MN 55402, ,; Not Investment-Related; 11/19/2014; 20 to 39 hours per month; 0 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-10-13
  • S63 Uniform Securities Agent State Law Examination
    1994-10-13
Designations
Other Names
  • Charlene Dawn Simmon
  • Charlene Dawn Forbis

View on SEC IAPD

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