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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 1994-11-18 |
Branch Locations
11675 Jollyville Rd Ste 200, Austin, TX 78759-3939 • United States
Kyle, TX • United States
2 disclosure categories 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. | Austin | TX | 06/1994 | 03/2020 |
| Ameriprise Financial Services, Llc | Austin | TX | 03/2020 | Present |
Business Ownership; Pathsage, LLC; managing expenses of financial planning practice; Manages expenses of financial advisory practice; 11675 Jollyville Rd, Suite 200 Austin, TX 78759, ,; Not Investment-Related; 01/25/2018; 1 to 9 hours per month; 0 during trading hours / Acentre, LLC; help manage the business; Real Estate Ownership; 11675 Jollyville Rd. Suite 200 Austin, TX 78731, ,; Not Investment-Related; 06/05/2012; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Sucession Path, LLC; Consultant - Consult with Financial Advisors about practice transition in retirement.; ; 11675 Jollyville Rd., Suite 200Austin, TX 78759, ,; Not Investment-Related; 08/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Acentre, LLC; Co-owner; Real Estate; 11675 Jollyville Rd., Suite 200, Austin, TX, 78759; Not Investment-Related; 06/05/2012; 1 to 9 hours per month; 0 during trading hours / Pathsage, LLC; to help manage expenses of financial planning practice; manages expenses of financial advisory practice; 11675 Jollyvile Rd. , Suite 200, Austin, TX, 78759; Investment-Related; 01/25/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-30 |
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