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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-07-08 |
| PA | RA | APPROVED | 2023-12-01 |
Branch Locations
31 Mills Street, York, PA 17402-2515 • United States
York, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 04/2009 | 12/2023 |
| Ameriprise Financial Services | York | PA | 12/2023 | 12/2023 |
| Ameriprise Financial Services, Llc. | York | PA | 12/2023 | Present |
Real Estate Ownership; Commercial; 3104 E Market St, , York, PA, 17402; Not Investment-Related; 07/16/2018. Business Ownership; Fortiplan llc; Owner; Manage Ameriprise Business; 31 Mills St, , York, PA, 17402; Investment-Related; 12/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-07-03 |
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