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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-02-27 |
| NY | RA | APPROVED | 2021-04-16 |
| CA | RA | APPROVED | 2016-06-09 |
| TX | RA | APPROVED_RES | 2006-10-24 |
| CT | RA | APPROVED | 1989-07-12 |
Branch Locations
90 Oxford Road, Oxford, CT 06478 • United States
522 Ramona St, Palo Alto, CA 94301 • United States
440 Mamaroneck Ave Ste 401, Harrison, NY 10528-2418 • United States
Miami Beach, FL • United States
2 disclosure categories 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. | Woodbridge | CT | 08/1989 | 03/2020 |
| Ameriprise Financial Services, Llc | Oxford | CT | 03/2020 | Present |
Business Ownership; Nancy S. Daoud & Associates, LLC; ; Financial Advisory practice management; 90 Oxford RdOxford, CT 06478, ,; ; 01/01/2004; 20 to 39 hours per month; / W & N , LLC; ; Property management of my office building; 90 Oxford Rd, Oxford, CT 06478, ,; ; 07/01/2002; 1 to 9 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-02-13 |
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