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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-12-06 |
| MD | RA | APPROVED | 2014-07-28 |
Branch Locations
6011 University Blvd Ste 300, Ellicott City, MD 21043 • United States
Ellicott City, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hanover | MD | 03/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Ellicott City | MD | 03/2020 | Present |
Business Ownership; Leaf Mental Health; Co-owner; Mental health concierge services. ; 4270 Bright Bay Way, , Ellicott City, MD, 21042; Not Investment-Related; 07/03/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; MNC Management Group LLC; Provide services within scope of my role and registration as directed by the Ameriprise Franchise Advisor, William A Morgan III ; Manage advisory business; 6011 University Blvd, Suite 300, Ellicott City, MD, 21043; Investment-Related; 07/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 1998-03-26 |
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