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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-06-13 |
| IA | RA | APPROVED | 2019-02-27 |
| TX | RA | APPROVED_RES | 2018-04-25 |
| NJ | RA | APPROVED | 2002-07-30 |
Branch Locations
240 S Main St Ste 1207, Nazareth, PA 18064-2708 • United States
16 Leigh St Unit 1 B & 1C, Clinton, NJ 08809 • United States
1262 Simon Blvd Ste B102, Easton, PA 18042-1495 • United States
Ringoes, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Annandale | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Clinton | NJ | 03/2020 | Present |
Business Ownership; Gentlestone Holdings LLC; owner; LLC was established to provide an added layer of protection to our team practice -- name of the LLC was just changed to Gentlestone Holdings LLC; 16 Leigh Street, , Clinton, NJ, 08809; Not Investment-Related; 11/27/2019; 0 hours per month; 0 during trading hours. Board of Directors; Hunterdon County Chamber of Commerce; Board Member; 119 Main Street, , Flemington, NJ, 08822; Not Investment-Related; 03/20/2016; 1 to 9 hours per month; 0 during trading hours / Impact100 Hunterdon; Leadership Circle; 349 State Route 31, Suite 601, Flemington, NJ, 08822; Not Investment-Related; 10/06/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1994-02-14 |
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