David Jeffrey Roberts

Current Employers

Employment History

• 09/2005 → 03/2020
  Ameriprise Financial Services, Inc.
  Birmingham, AL
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Birmingham, AL

Other Businesses

Business Ownership; P1522, LLC; Manage and oversee all operations of the LLC . . . . i. Makes leadership, management, and strategic planning decisions;ii. Manages operations and resource allocation;iii. Oversees budget development, implementation, and control;iv. Models company culture, values, and behavior;v. Manages relationship with other business partners;vi. Manages business activities seeking revenue growth and new client opportunities;vii. Negotiates contracts with vendors;viii. Negotiates salaries and conducts reviews with employees;ix. Coordinates business tax filings;x. Conducts member meetings;xi. Additional services as agreed upon by Company and Executive.; Financial Planning Practice Office Support; 31 Inverness Center Parkway, Suite 550, , Birmingham, AL, 35242; Not Investment-Related; 10/31/2018; 20 to 39 hours per month; 60 during trading hours / 1844 Holdings, LLC; I am just a financial investor in the P1522, LLC. The LLC purchased a building in 2020 and renovated it. I advised on building decor and architectural layout. I will also contribute to the on-going decision making for the maintenance of the property purchased and owned by the LLC.; Again, the LLC exists to own and rent a building in downtown Birmingham, AL. I am a member of the P1522 LLC that owns the property.; 3029 2nd Avenue South, , Birmingham, AL, 35233; Investment-Related; 04/22/2020; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1992-09-01

Other Names

• Jeff Roberts