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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-18 |
| VA | RA | APPROVED | 1994-09-21 |
| MD | RA | APPROVED | 1994-06-21 |
| DC | RA | APPROVED | 1994-06-18 |
Branch Locations
6112 Oberlin Ave, Glen Echo, MD 20812-1207 • United States
4800 Montgomery Ln Ste 620, Bethesda, MD 20814 • United States
Potomac, 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. | Glen Echo | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Glen Echo | MD | 03/2020 | Present |
Real Estate Ownership; Lot/Land; ; ; / Commercial; 6112 Oberlin AvenueGlen Echo, MD 20812, ,; Not Investment-Related; 12/02/2013 / Single Family; 6227 north 134th drive, , litchfiled park, AZ, 85340; Not Investment-Related; 05/15/2021 / Single Family; 10320 westlake drive , , bethesda, MD, 20817; Not Investment-Related; 04/01/2017. Business Ownership; 6112 Oberlin, LLC; ; LLC established to own commercial real estate. This property is intended to be occupied by co-owners in 2014. Field RP, Joe Martin, has been notified accordingly.; 6112 Oberlin Avenue, Glen Echo, MD 20812, ,; Not Investment-Related; 11/19/2013; 0 hours per month; 0 during trading hours / SMH ,llc; Owner; Manage Ameriprise Business; 6112 Oberlin avenue , , Glen Echo, MD, 20812; Investment-Related; 09/30/2023; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; SMH,LLC; Owner; Manage advisory business; 6112 oberlin avenue, , glen echo , MD, 20812; Investment-Related; 06/01/2024; 1 to 9 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-25 |
| S65 | Uniform Investment Adviser Law Examination | 1993-12-10 |
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