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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-24 |
| VA | RA | APPROVED | 2024-07-03 |
Branch Locations
4800 Montgomery Ln Ste 620, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Bethesda | MD | 01/2022 | Present |
| Unemployed | Arlington | VA | 06/2012 | 01/2022 |
Board of Directors; Yorktown Crew Boosters; Volunteer Coordinator; 5200 Yorktown Blvd, , Arlington, VA, 22207; Not Investment-Related; 06/01/2025; 20 to 39 hours per month; 1 to 9 during trading hours. Outside Employment; FP Matters LLC; Paraplanner and Office Manager; Manage advisory business; 4800 Montgomery Lane, Suite 620, BETHESDA, MD, 20814; Investment-Related; 01/10/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-02 |
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