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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-04-02 |
| TX | RA | APPROVED_RES | 2019-12-20 |
| CT | RA | APPROVED | 2012-10-01 |
Branch Locations
545 Long Wharf Dr Ste 501, New Haven, CT 06511 • United States
Fairfield, CT • United States
Marco Island, FL • 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. | New Haven | CT | 08/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | New Haven | CT | 03/2020 | Present |
Real Estate Ownership; Single Family; 990 Cape Marco Dr. #706, , Marco Island, FL, 34145; Investment-Related; 03/02/2020.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-29 |
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