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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-01-10 |
| TX | RA | APPROVED_RES | 2019-09-13 |
| MD | RA | APPROVED | 2000-05-04 |
Branch Locations
211 Fulford Ave, Bel Air, MD 21014-3813 • United States
9515 Deereco Rd Ste 303, Timonium, MD 21093-2116 • United States
The Villages, FL • United States
Bel Air, MD • 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. | Bel Air | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bel Air | MD | 03/2020 | Present |
Business Ownership; JMC Realty, LLC; ; This LLC entity will hold title to a piece of commercial property that will house my Ameriprise practice; 1602 Amyclae Drive, Bel Air, MD. 21015, ,; Not Investment-Related; 02/02/2015; 1 to 9 hours per month; 0 during trading hours / Step3, Inc; ; Computer services and software development. Swift Systems and Swift Software have merged into this 1 company entity called Step3, Inc. The 2 Swift companies no longer exist.; 5301 Buckeystown Pike, Suite 302 Frederick, MD. 21704, ,; Not Investment-Related; 08/23/2017; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-27 |
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