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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-12 |
| NC | RA | APPROVED | 2018-06-21 |
Branch Locations
108 Zebulon Ct, Rocky Mount, NC 27804 • United States
7741 Market St Ste F, Wilmington, NC 28411 • United States
Wilmington, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Syneos Health | Wilmington | NC | 07/2014 | 07/2019 |
| Ameriprise Financial Services, Inc | Rocky Mount | NC | 02/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Wilmington | NC | 03/2020 | Present |
Business Ownership; Steven D Felton, Inc; Treasurer - Responsible for overseeing finances in conjunction with entity's professional accountant.; Manage Ameriprise Business; 108 Zebulon Court, PO Box 7007, Rocky Mount, NC, 27804; Not Investment-Related; 07/01/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; UNCW Board of Visitors; Board Member; 601 South College Road, , Wilmington, NC, 28403; Not Investment-Related; 11/11/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-21 |
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