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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED | 2019-03-20 |
| MI | RA | APPROVED | 2018-10-30 |
| IN | RA | APPROVED | 2018-10-12 |
| KY | RA | APPROVED | 2018-10-12 |
Branch Locations
Jeffersonville, IN • United States
295 N Hubbards Ln Ste 204, Louisville, KY 40207 • United States
Punta Gorda, FL • 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 |
|---|---|---|---|---|
| Bb&T Bank | Louisville | KY | 05/2012 | 12/2016 |
| Bbtis | Charlotte | NC | 04/2012 | 12/2016 |
| Wells Fargo Advisors Financial Network, Llc | New Albany | IN | 12/2016 | 10/2018 |
| Ameriprise Financial Services Inc | Louisville | KY | 10/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Louisville | KY | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 15950 Grassland Lane #2624, , Punta Gorda, FL, 33982; Not Investment-Related; 04/27/2023. Business Ownership; OPM Furniture, LLC; Owner; Leasing Business Furniture and Amenities to our Ameriprise Business.; 119 Stable Way, , Jeffersonville, IN, 47130; Not Investment-Related; 10/21/2024; 1 to 9 hours per month; 0 during trading hours / State Street Legacy, LLC; Owner; Real Estate; 119 Stable Way, , Jeffersonville, IN, 47130; Not Investment-Related; 11/26/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-07 |
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