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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-12-12 |
| MI | RA | APPROVED | 2025-02-14 |
| TX | RA | APPROVED | 2012-06-22 |
| NJ | RA | APPROVED | 2002-07-30 |
Branch Locations
1105 Laurel Oak Road Suite 142, Voorhees, NJ 08043 • United States
401 Route 73 N Ste 200 10 Lake Center, Marlton, NJ 08053-3427 • United States
1896 Wrightstown Rd Ste 1, Washington Crossing, PA 18977-1322 • United States
525 Route 73 N Ste 215, Marlton, NJ 08053-3422 • United States
Caledonia, MI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Marlton | NJ | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Marlton | NJ | 03/2020 | Present |
Business Ownership; Stuart White, Inc.; Owner; Financial planning flow through entity; 5100 Backwoods Drive SE, , Caledonia , MI, 49316; Not Investment-Related; 12/20/2020; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; I am not currently a Trustee or named a trustee at this time; however, I may be nominated as "successor trustee". Outside Employment; Stuart White, Inc.; President/Owner - Manage flow through entity for tax purposes; Flow through for FP business; 5100 Backwoods Drive SE, , Caledonia, MI, 49316; Not Investment-Related; 12/22/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2000-01-26 |
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