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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-14 |
| LA | RA | APPROVED | 2015-10-22 |
| FL | RA | APPROVED | 2015-10-05 |
Branch Locations
4807 County Road 466A, The Villages, FL 34785 • United States
4501 W Napoleon Ave Ste 110, Metairie, LA 70001 • United States
645 Lotus Dr N Ste B, Mandeville, LA 70471 • United States
The Villages, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New Orleans | LA | 04/2014 | 03/2020 |
| Cie | Las Vegas | NV | 01/2014 | 12/2016 |
| Ameriprise Financial Services, Llc | Metairie | LA | 03/2020 | Present |
Business Ownership; Crescent State Holdings LLC; Minority owner limited to passive ownership and high-level oversight only.; Passive ownership in a retail business; 339 Metairie Rd, , Metairie, LA, 70005; Not Investment-Related; 03/01/2026; 60 hours per month; 60 during trading hours / Stephens Properties of Florida LLC; Co-owner; Real Estate; 2972 Bonifay Path, , The Villages, FL, 32163; Not Investment-Related; 01/15/2026; 0 hours per month; 0 during trading hours / Mansa Musa Operations LLC; Member/Manager; Administrative and operational support; 2955 Ridgelake Dr, Ste 103, Metairie, LA, 70002; Not Investment-Related; 06/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Mansa Musa Partners LLC; Member/Manager; Administrative and operational support and expense sharing; 2955 Ridgelake Dr, Ste 103, Metairie, LA, 70002; Not Investment-Related; 06/30/2022; 1 to 9 hours per month; 1 to 9 during trading hours / Stephens Properties LLC; Co-owner; Real Estate; 339 Metairie Rd, , Metairie, LA, 70005; Not Investment-Related; 01/15/2026; 0 hours per month; 0 during trading hours / South Plain Holdings LLC; Co-owner; Software and time series data analysis tool; 2972 Bonifay Path, , The Villages, FL, 32163; Not Investment-Related; 02/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-28 |
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