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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 1990-11-19 |
Branch Locations
4800 Montgomery Ln Ste 620, Bethesda, MD 20814 • United States
Gaithersburg, 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 | 07/1989 | 03/2020 |
| Ameriprise Financial Services, Llc | Bethesda | MD | 03/2020 | Present |
Board of Directors; The Robert H. Smith School of Business Foundation, Inc.; Director; C/o Charles Olson, 10822 Alloway Drive, , Potomac, MD, 20854; Investment-Related; 09/12/2017; 10 to 19 hours per month; 1 to 9 during trading hours / Boy Scouts of America - NCAC; Executive Board Member,Chair, Investment Committee, as of 2/12/2026 I was appointed as a member of the Audit Committee; 9190 Rockville Pike, , Bethesda, MD, 20814; Investment-Related; 05/01/2000; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; FP Matters, LLC; See 5.10 below; Manage advisory business; 7204 Cliff Pine Drive, , Gaithersburg, MD, 20879; Investment-Related; 01/01/2020; 40 to 59 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-02 |
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