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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-08-25 |
Branch Locations
712 Us Highway 1 Ste 301-24, North Palm Beach, FL 33408 • United States
Lake Park, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | West Palm Beach | FL | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | North Palm Beach | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 1829 North A Street, Apt 28, Lake Worth, FL, 33460; Investment-Related; 10/01/2004. Business Ownership; Advance Palm Beach, Inc; President/owner-used to help run Ameriprise Franchise business; S-corp business used as an entity to pay normal operating expenses of my existing practice; 301 Lake Shore Dr, Apt 301, Lake Park, FL, 33403; Not Investment-Related; 08/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-12-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-09-18 |
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