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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_RES | 2018-04-11 |
| VA | RA | APPROVED | 2002-06-12 |
| MD | RA | APPROVED | 2001-10-12 |
Branch Locations
6701 Democracy Blvd Ste 200, Bethesda, MD 20817 • United States
Potomac, MD • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bethesda | MD | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | Present |
Business Ownership; Aftab Ahmad,CPA; ; Tax Preparation; 12501 Travilah RoadPotomac, MD 20854, ,; Not Investment-Related; 02/02/1992; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-09 |
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