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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IN | RA | APPROVED | 2020-09-23 |
| TX | RA | APPROVED | 2020-08-28 |
Branch Locations
250 E 96Th St Ste 580, Indianapolis, IN 46240 • United States
Carmel, IN • 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 |
|---|---|---|---|---|
| Ubs Financial Services | Indianapolis | IN | 12/2008 | 08/2020 |
| Ameriprise Financial Services Inc | Carmel | IN | 08/2020 | 08/2020 |
| Ameriprise Financial Services, Llc | Carmel | IN | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Carmel | IN | 08/2020 | Present |
Business Ownership; BNR Palatka, LLC; own farmland, to be developed as a land lease community.; own a 55 manufactured home community, currently the property is farmland; 00 East River Road, , Palatka, FL, 32131; Not Investment-Related; 09/05/2022; 10 to 19 hours per month; 0 during trading hours / River Villas Sales, LLC; periodically review financials; related to real estate for BAR Satsuma; 239 E Buffalo Bluff Rd., #250, , Satsuma, FL, 32189; Not Investment-Related; 04/01/2016; 1 to 9 hours per month; 0 during trading hours / BAR Satsuma, LLC; passive real estate investment; Own real estate; 239 E. Buffalo Bluff Rd., #250, , Satsuma, FL, 32189; Not Investment-Related; 04/01/2016; 1 to 9 hours per month; 0 during trading hours / BAR Tampa, LLC; passive real estate investment; multi-family rentals; 11010 Clay Pit Road, , Tampa, FL, 33610; Not Investment-Related; 12/01/2013; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-24 |
| S63 | Uniform Securities Agent State Law Examination | 1992-01-24 |
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