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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2024-10-24 |
| TX | RA | APPROVED_RES | 2021-10-30 |
| LA | RA | APPROVED | 2021-06-14 |
| SC | RA | APPROVED | 2020-07-31 |
Branch Locations
1615 Progress Way, Rock Hill, SC 29730-7083 • United States
Tega Cay, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Family Trust Federal Credit Union | Rock Hill | SC | 05/2013 | Present |
| Lpl Financial Llc | Rock Hill | SC | 11/2013 | 07/2020 |
| Ameriprise Financial Services, Llc | Rock Hill | SC | 07/2020 | Present |
Board of Directors; Eagle Club; Board Member; 1162 Eden Terrace, , Rock Hill, SC, 29730; Not Investment-Related; 08/08/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-28 |
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