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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 |
|---|---|---|---|
| SC | RA | APPROVED | 2020-09-04 |
| TX | RA | APPROVED | 2020-09-04 |
Branch Locations
8 S Poinsett Hwy, Travelers Rest, SC 29690-1822 • United States
Greer, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Greenville | SC | 08/2014 | 09/2020 |
| Ameriprise Financial Services, Llc | Travelers Rest | SC | 09/2020 | Present |
Business Ownership; CrossFit Greer; Co-owner; Local CrossFit Gym.; 199 Hunt St, , Greer, SC, 29651; Not Investment-Related; 04/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Trustee, Agent named in a health care directive or living will, Personal Representative, Attorney-In-Fact (POA), Executor.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-27 |
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