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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2024-07-31 |
| TX | RA | APPROVED | 2024-07-24 |
Branch Locations
1021 E Cary St 22Nd Fl James Center Ii, Richmond, VA 23219 • 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. | Richmond | VA | 04/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Richmond | VA | 03/2020 | 07/2024 |
| Wells Fargo Clearing Services, Llc ( | Richmond | VA | 07/2024 | Present |
VIRGINIA RACING COMMISSION; NOT INV RELATED;NEW KENT ,VA; BOARD MEMBER; START DATE: 02/15/2026; 2 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 1981-10-06 |
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