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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-30 |
| VA | RA | APPROVED | 1994-09-29 |
Branch Locations
42 Stoneridge Dr Ste 102, Waynesboro, VA 22980 • United States
333 Neff Ave Ste B, Harrisonburg, VA 22801 • United States
Staunton, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Waynesboro | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Waynesboro | VA | 03/2020 | Present |
Business Ownership; CPTJ, LLC; Silent Partner; Silent Partner in my husband's vehicle restoration business; 82 Koogler Hill Ln, , Staunton, VA, 24401; Not Investment-Related; 03/02/2005; 0 hours per month; 0 during trading hours / PFK Enterprises, LLC; Pay staff and business expenses; Holding Company; 42 Stoneridge Dr Suite 102, , Waynesboro, VA, 22980; Investment-Related; 01/23/2023; 0 hours per month; 0 during trading hours. Other Business Activities; St Francis Roman Catholic Church Parish Finance Council; Meet monthly to advise regarding financial issues for parish; 118 N New St. Staunton, VA 24401, ,; Not Investment-Related; 07/24/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-31 |
| S65 | Uniform Investment Adviser Law Examination | 1994-08-31 |
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