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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-01-10 |
Branch Locations
711 W Bay Area Blvd Ste 400, Webster, TX 77598 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Antonio | TX | 09/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Webster | TX | 03/2020 | Present |
Business Ownership; Gregory A Lamm, PC; ; Tax Preparation; 1930 Oakland BendSan Antonio, TX 78258, ,; ; 08/23/1993; 60 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-07 |
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