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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-04-03 |
| TX | RA | APPROVED_RES | 2009-10-05 |
| VA | RA | APPROVED | 2009-07-14 |
Branch Locations
Port St Lucie, FL • United States
14159 Robert Paris Ct Ste B, Chantilly, VA 20151 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Centreville | VA | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Chantilly | VA | 03/2020 | Present |
Real Estate Ownership; Commercial; 14159 Robert Paris Ct, Suite B, Chantilly, VA, 20151; Not Investment-Related; 09/01/2025 / Commercial; 900 Ocean Blvd , Unit 212, Stuart , FL, 34994; Investment-Related; 09/30/2026. Business Ownership; Jason Dunn & Associates LLC; Owner; Manage Ameriprise Business; 14159 Robert Paris Ct, , Chantilly, VA, 20151; Investment-Related; 10/21/2025; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Ballantrae Yacht Club; Member at large; 3325 Balantrae Blvd, , Port Saint Lucie, FL, 34952; Not Investment-Related; 02/10/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Jason Dunn & Associates, LLC; O am the owner and employee.; Manage advisory business; 14159 Robert Paris Ct, , Chantilly, VA, 20151; Investment-Related; 01/12/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1996-02-23 |
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