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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2018-06-19 |
| TX | RA | APPROVED_RES | 2006-10-03 |
| VA | RA | APPROVED | 1995-05-04 |
Branch Locations
111 Se Railroad St, Wallace, NC 28466 • United States
Wallace, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fredericksburg | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Wallace | NC | 03/2020 | Present |
Board of Directors; Rose Hill Methodist Board of Trustees; Trustee; Rose Hill Methodist Church, 314 E Church St, Rose Hill, NC, 28458; Not Investment-Related; 03/31/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; ONIPA'A Enterprises, LLC; I am a Financial Advisor being paid through the ONIPA'A-enterprise, LLC for my Ameriprise Business.; Manage advisory business; 80 Washington Street, , Building E-11, Norwell, MA , MA, 02061; Investment-Related; 09/18/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-08 |
| S65 | Uniform Investment Adviser Law Examination | 1994-01-14 |
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