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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| FL | RA | APPROVED | 1993-03-29 |
Branch Locations
135 N 6Th St Ste A, Haines City, FL 33844-4265 • United States
Davenport, FL • 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. | Haines City | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Haines City | FL | 03/2020 | Present |
Board of Directors; Heart of Florida Educational Foundation; Board Member; P.O. Box 188Haines City, FL 33845, ,; ; 08/01/2017; 1 to 9 hours per month; 0 during trading hours / Northeast Polk Chamber Board of Directors; Chair; 35610 Hwy 27, Suite A, Haines City, FL, 33844; Not Investment-Related; 06/05/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Haines City Rotary; President; PO Box 2501, , Haines City, FL, 33845; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Northeast Polk Chamber of Commerce Finance Committee; Review financial documents that are presented to the Board of Directors; US Hwy 27, , Haines City, FL, 33844; Not Investment-Related; 02/25/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-03-22 |
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