Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-12-06
GA RA APPROVED 2021-02-22
  • TX RA
    APPROVED
    Since 2023-12-06
  • GA RA
    APPROVED
    Since 2021-02-22

Branch Locations

3475 Lenox Rd Ne Ste 600, Atlanta, GA 30326-3219 • United States

Savannah, GA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ga Army National Guard Ft. Stewart GA 09/2003 Present
Edward Jones Savannah GA 04/2013 02/2021
Ameriprise Financial Services, Llc Savannah GA 02/2021 Present
Previous Registrations
  • 2013-06-11 → 2021-02-22
    Savannah, GA
    Savannah, GA
    St Louis, MO
    Port Wentworth, GA
Other Businesses

Business Ownership; Ives & Company; Legal entity to manage sole business activity related to Ameriprise activity. ; Legal entity to manage sole business activity related to Ameriprise/CKM Wealth.; 1 Blount Ln, , Savannah, GA, 31411; Not Investment-Related; 02/07/2023; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Oglethorpe Chapter of AEA, Inc.; Board Member; 1 Blount Ln, , Savannah, GA, 31411; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Ives & Company; Owner - Legal entity to manage sole business activity related to Ameriprise.; Entity is used for 1099 compensation paid by Ameriprise Financial practices.; 1 Blount Ln, , Savannah, GA, 31411; Investment-Related; 02/07/2023; 1 to 9 hours per month; 0 during trading hours / GA Army National Guard; Command Sergeant Major; Military Service; 1000 Halsey Ave, Bldg 447, Marietta, GA, 30060; Not Investment-Related; 09/20/2003; 10 to 19 hours per month; 0 during trading hours / Thu Clear, Inc.; Associate Financial Advisor; Manage advisory business; 622 Loridans Drive NE, , Atlanta, GA, 30342; Investment-Related; 02/08/2024; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2013-06-07
  • S66 Uniform Combined State Law Examination
    2013-06-07

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Atlanta, GA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor