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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WV | RA | APPROVED | 2024-11-27 |
| TX | RA | APPROVED_RES | 2017-09-22 |
| PA | RA | APPROVED | 2003-10-15 |
Branch Locations
1570 Omega Dr, Pittsburgh, PA 15205 • United States
Beaver, PA • United States
103 Mill Rd, Weirton, WV 26062-1718 • 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. | Pittsburgh | PA | 01/1996 | 03/2020 |
| Ameriprise Financial Services, Llc | Pittsburgh | PA | 03/2020 | Present |
Business Ownership; DiamondOne, LLC; To serve as Financial Planning Partner Advisor to the firm and makes leadership, planning and broad executive management decisions to achieve the firm's strategic objectives. Responsible to oversee and execute all senior level positions.; Diamond One contracts for services rendered.; 200 Cedar Ridge Drive, Suite 201, , Pittsburgh, PA, 15205; Not Investment-Related; 01/20/2017; 60 hours per month; 60 during trading hours / No Status Quo, LLC; Co-owner; Manage Ameriprise Business; 216 MacFadden Drive, , Gibsonia, PA, 15044; Investment-Related; 02/19/2020; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-13 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-16 |
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