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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-06 |
| OH | RA | APPROVED | 1999-09-18 |
Branch Locations
1991 Crocker Rd. Ste 200, Westlake, OH 44145 • United States
North Olmsted, OH • 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. | Westlake | OH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Westlake | OH | 03/2020 | Present |
Real Estate Ownership; Single Family; 56 Vista Circle Unit 36CNorth Olmsted, OH 44070, ,; Not Investment-Related; 06/01/2017. Business Ownership; Westlake P2 Group, LLC; Member; Westlake P2 Advisors has a checking account to pay normal office expenses at this location.; 1991 Crocker Rd. Ste. 300, , Westlake, OH, 44145; Not Investment-Related; 04/08/2014; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Canterbury Woods HOA; Pool Manager; PO BOX 178, , North Olmsted, OH, 44070; Not Investment-Related; 01/02/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-16 |
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