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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-29 |
| VA | RA | APPROVED | 1995-09-19 |
Branch Locations
3959 Pender Dr Ste 108, Fairfax, VA 22030 • United States
3959 Pender Dr Ste 109, Fairfax, VA 22030 • United States
Warrenton, VA • United States
1 disclosure category 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. | Fairfax | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Fairfax | VA | 03/2020 | Present |
Business Ownership; CME ADVANCING PARTNERS, LLC.; oversight of enitity, work with tax preparer; Pass through entity for tax purposes; 3959 Pender Drive, Suite 108, , Fairfax, VA, 22030; Investment-Related; 01/01/2022; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Brightwaters BPOA Board; Non-officer member; Brightwaters Drive, , White Stone, VA, 22578; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CME Advancing Partners, LLC; Owner; Manage advisory business; 3959 Pender Drive, STE 108, , Fairfax, VA, 22030; Investment-Related; 01/03/2022; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-07 |
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