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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2007-02-20 |
| FL | RA | APPROVED | 1995-08-28 |
Branch Locations
2500 Ne Coachman Rd, Clearwater, FL 33765 • United States
110 Myrtle Ridge Rd Ste B, Lutz, FL 33549 • United States
Palm Harbor, 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. | Clearwater | FL | 09/1995 | 03/2020 |
| Ameriprise Financial Services, Llc | Clearwater | FL | 03/2020 | Present |
Real Estate Ownership; Commercial; 2508 NE Coachman Rd Clearwater, FL, , ** not provided **, N/A, 00000; / Lot/Land; 0 Shore Dr. Palm Harbor, FL 34683, , ** not provided **, N/A, 00000; Not Investment-Related; 04/29/2014 / Commercial; 286 Shore Path Dr. Palm Harbor, FL 34683, , ** not provided **, N/A, 00000; Not Investment-Related; 08/18/2015. Business Ownership; Other; Other; 2500 NE Coachman Rd, , Clearwater, FL, 33765; Not Investment-Related; 03/01/2010; 1 to 9 hours per month; 0 during trading hours / Other; Other; 12821 Starkey Rd, , Largo, FL, 33773; Not Investment-Related; 10/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Other; Other; 276 Shore Dr, , Palm Harbor, FL, 34683; Not Investment-Related; 05/30/2019; 1 to 9 hours per month; 0 during trading hours / Other; Other; 286 Shore Dr, , Palm Harbor, FL, 34683; Not Investment-Related; 08/18/2015; 1 to 9 hours per month; 0 during trading hours / Other; Other; 286 Shore Dr, , Palm Harbor, FL, 34683; Not Investment-Related; 09/18/2015; 1 to 9 hours per month; 1 to 9 during trading hours / Owner; Retail; 12821 Starkey Rd, 4500, Largo, FL, 33773; Not Investment-Related; 12/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours / Owner; Retail; 12821 Starkey Rd, 4500, Largo, FL, 33773; Not Investment-Related; 02/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Owner; Retail; 12821 Starkey Rd, , Largo, FL, 33773; Not Investment-Related; 01/01/2025; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Mc Lendon; Eric; President; 2508 NE Coachman Rd Clearwater FL 33765, , ** not provided **, N/A, 00000; 10/01/2013; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-19 |
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