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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2023-08-01 |
| DC | RA | APPROVED | 2017-08-28 |
| TX | RA | APPROVED_RES | 2006-09-28 |
| VA | RA | APPROVED | 1992-11-04 |
Branch Locations
908 E Jefferson St Suite 201, Charlottesville, VA 22902 • United States
Charlottesville, VA • 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. | Charlottesville | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlottesville | VA | 03/2020 | Present |
Real Estate Ownership; Lot/Land; Acreage in Jackson County, Oklahoma, ,; Not Investment-Related; 12/01/2016 / Single Family; 501 TANGLEWOOD DR S, , IRVING, TX, 75061-6964; Not Investment-Related; 10/02/2025. Business Ownership; Clarinity, Inc.; To oversee the operations and growth of the financial planning practice and provide leadership; Hires and compensates staff and leases office space for financial planning practice; 908 E. Jefferson Street, Suite 201, , Charlottesville, VA, 22902; Not Investment-Related; 08/28/2018; 60 hours per month; 10 to 19 during trading hours. Board of Directors; Charlottesville Area Planned Giving Council; Communications Chair and Past President; 806 High Street, , Charlottesville, VA, 22902; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Westminster Canterbury of the Blue Ridge Foundation Board; At Large Boardmember; 250 Pantops Mountain Road, , Charlottesville, VA, 22911; Not Investment-Related; 12/11/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Emmanuel Foundation Board; Board Member; 7599 Rockfish Gap Turnpike, , Greenwood, VA, 22943; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Clarinity, Inc.; President - President: To provide oversight and leadership of the business (which is an entity providing supporting services to the Ameriprise practice, handling employment of staff, operations, and lease arrangements/operations; ; 908 East Jefferson Street, Charlottsville, VA, ,; Not Investment-Related; 08/28/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-10-15 |
| S65 | Uniform Investment Adviser Law Examination | 1992-10-15 |
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