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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2003-10-03 |
Branch Locations
180 Admiral Cochrane Dr Ste 550, Annapolis, MD 21401-8411 • United States
Annapolis, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Annapolis | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Annapolis | MD | 03/2020 | Present |
Outside Employment; Waypoint Group, LLC; Financial Paraplanner; Data entry, analysis and plan presentation.; 180 Admiral Cochrane Dr., Ste 550, , Annapolis, MD, 21401; Investment-Related; 07/28/2020; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
| S65 | Uniform Investment Adviser Law Examination | 1992-02-26 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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