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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-05-20 |
| MD | RA | APPROVED | 1992-10-14 |
Branch Locations
7910 Woodmont Ave Ste 1214, Bethesda, MD 20814 • United States
Chevy Chase, MD • 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. | Bethesda | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | Present |
Business Ownership; Beriss & Associates LLC; Owner; Manage the business income and expenses.; 7315 Maple Ave, , Chevy Chase, MD, 20815; Not Investment-Related; 12/19/2002; 20 to 39 hours per month; 10 to 19 during trading hours. Board of Directors; Shakespeare Theatre Company; Member of Board of Trustees; 610 F Street, NW Washington DC 20004, ,; Not Investment-Related; 03/23/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Beriss & Associates LLC; Manager - Owner; ; 7315 Maple Ave, , Chevy Chase, MD, 20815; Not Investment-Related; 01/01/2021; 20 to 39 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-25 |
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