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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-07-16 |
| VA | RA | APPROVED | 1996-11-14 |
Branch Locations
8484 Westpark Dr Ste 710, Mclean, VA 22102 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Mclean | VA | 03/2020 | Present |
Real Estate Ownership; Single Family; 666 Navigation St, , Beaver, PA, 15009; Not Investment-Related; 06/05/2005. Business Ownership; Lung, Shiring & Associates; Owner; I established an LLC for our practice at Ameriprise. It's an LLC established to manage my practice. Money gets deposited after my pay is paid to my personal account from Ameriprise. Then I pay myself, staff, rent, other business expenses from it.; 8484 Westpark Drive Suite 710, , McLean, VA, 22102; Not Investment-Related; 12/31/2011; 60 hours per month; 1 to 9 during trading hours. Outside Employment; Lung, Shiring & Associates; Owner; Manage advisory business; 8484 Westpark Drive, Suite 710, McLean, VA, 22102; Investment-Related; 09/01/2018; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-28 |
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