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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2019-08-19 |
| TX | RA | APPROVED_RES | 2018-07-26 |
| NC | RA | APPROVED | 2001-12-31 |
Branch Locations
100 S Main St Ste O, Summerville, SC 29483 • United States
1477 Long Grove Dr Unit 205 Mailbox 7, Mount Pleasant, SC 29464 • United States
27 Cleveland St Ste 103, Greenville, SC 29601 • United States
401 N Edgeworth St Ste A, Greensboro, NC 27401 • United States
Isle Of Palms, SC • 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. | Greensboro | NC | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Greensboro | NC | 03/2020 | Present |
Real Estate Ownership; Commercial; 401-A N. Edgeworth StGreensboro, NC 27401, ,; ; 06/02/2006 / Commercial; 339 Knox Campground RdSeneca, SC, ,; ; 02/01/2011 / Commercial; Seaside InnIsle of Palms, SC, ,; ; 06/01/2005. Business Ownership; Tiger PSS, LLC; ; Holds Rental Real Estate; 1311 Dasher Ln Reston, VA, ,; ; ; 0 hours per month; / Triad Advisor Properties, LLC; ; Holds Real Estate for our Amerprise Branch Office; 401-A N. EdgeworthGreensboro, NC 27401, ,; ; ; 0 hours per month; / Bailey & Smith Partnership; ; Share office expenses; 401-A North Edgeworth StreetGreensboro, NC 27401, ,; Not Investment-Related; 06/02/2006; 0 hours per month; 60 during trading hours / Finley Street Properties LLC; Owner; Real Estate; 22 Yacht Harbor Court, , Isle of Palms , SC, 29451; Not Investment-Related; 12/04/2020; 1 to 9 hours per month; 1 to 9 during trading hours / DH Worx; Owner; Manage Ameriprise Business; 401-A N. Edgeworth Street, , Greensboro, NC, 27401; Investment-Related; 11/25/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Clemson University Board of Visitors; Member; Clemson University, BOV, Clemson, SC, 29634; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; ECG Tax Services; Co-owner; Tax Preparation; 451 N. Eugene St, Apt K, Greensboro, NC, 27401; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / DH Worx; Owner; Manage advisory business; 401-A N. Edgeworth Street , , Greensboro, NC, 27401; Investment-Related; 11/25/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-02-02 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-20 |
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