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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-26 |
| SC | RA | APPROVED | 2011-07-28 |
Branch Locations
803 Roper Creek Dr, Greenville, SC 29615 • United States
Greenville, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Greenville | SC | 10/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Greenville | SC | 03/2020 | Present |
Business Ownership; BWA Holding; Managing the real estate property and ongoing building needs; LLC to hold/manage the building; 803 Roper Creek Dr, , Greenville, SC, 29615; Not Investment-Related; 10/21/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Elevate Management Firm, LLC; Manage the day-to-day operations and expenses of our team practice.; Manage the day-to-day operations and expenses of our team practice.; 803 Roper Creek Dr, , Greenvile, SC, 29615; Investment-Related; 12/01/2020; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; Roper Professional Park POA (Property Owners Association); Vice President; 803 Roper Creek Dr, , Greenville, SC, 29601; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Westminster Endowment Committee; Chair; 2310 Augusta Street, , Greenville, SC, 29605; Not Investment-Related; 01/21/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Elevate Management Firm, LLC; Managing Director - Manage the day-to-day operations and expenses of our team practice.; ; 803 Roper Creek Dr, , Greenville, SC, 29615; Investment-Related; 01/01/2021; 20 to 39 hours per month; 20 to 39 during trading hours / Elevate Management Firm LLC; Co-owner; This is the entity we use to pay non commission and advisory compensation to me as an employee.; 803 Roper Creek Dr, , Greenville, SC, 29615; Investment-Related; 01/01/2021; 60 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-29 |
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