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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-12-01 |
| FL | RA | APPROVED | 1995-10-09 |
Branch Locations
18245 Paulson Dr Ste 114 & 115, Port Charlotte, FL 33954 • United States
Port Charlotte, FL • 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. | Pt Charlotte | FL | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Port Charlotte | FL | 03/2020 | Present |
Board of Directors; The Museum Society, Inc.; Treasurer; 426 Taylor St, No 4, Punta Gorda, FL, 33950; Investment-Related; 10/03/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-02-04 |
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