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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2003-11-20 |
Branch Locations
2070 Butler Pike, Plymouth Meeting, PA 19462 • United States
Ambler, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Conshohocken | PA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Plymouth Meeting | PA | 03/2020 | Present |
Business Ownership; R&S Plan Solutions, LLC; As the only member of the business, I do all financial plan production, tracking and billing.; Financial Plan Production; 704 Oak Terrace Drive, , Ambler, PA, 19002; Not Investment-Related; 08/01/2011; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-10 |
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