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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-20 |
| NC | RA | APPROVED | 2015-02-05 |
| SC | RA | APPROVED | 2015-01-05 |
Branch Locations
34 2Nd St Nw Ste 300, Hickory, NC 28601 • United States
3125 Springbank Ln Ste H, Charlotte, NC 28226 • United States
Charlotte, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charlotte | NC | 02/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Charlotte | NC | 03/2020 | Present |
Other Business Activities; Delta Chi Educational Foundation Investment Advisory Committee; Serve on the investment advisory committee for the fraternity for the education foundation funds that are used for scholarships and other needs and to act as sounding board for how those assets should be positioned; 3845 N Meridian Street, , Indianapolis, IN, 46208; Investment-Related; 11/29/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-03 |
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