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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-01-03 |
| MI | RA | APPROVED | 2010-06-16 |
| TX | RA | APPROVED_RES | 2010-02-20 |
Branch Locations
39533 Woodward Ave Ste 150, Bloomfield Hills, MI 48304 • United States
1819 Main St Ste 1002 10Th Floor, Sarasota, FL 34236 • 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. | West Bloomfield | MI | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Farmington Hills | MI | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomfield Hills | MI | 03/2020 | Present |
Real Estate Ownership; Single Family; 430 cove tower drive, #302, Naples, FL, 34110; Not Investment-Related; 01/28/2026. Independent Insurance Brokering; Athene Operating Subsidiaries; 04/13/2020; Fixed Annuity / Penn Mutual; 04/13/2020; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 2001-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-23 |
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