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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-03-13 |
| KY | RA | APPROVED | 2018-03-09 |
| TX | RA | APPROVED | 2018-03-09 |
Branch Locations
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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | Louisville | KY | 07/2013 | 03/2018 |
| Ameriprise Financial Services Inc | Gainesville | FL | 03/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Alachua | FL | 03/2020 | Present |
Real Estate Ownership; Single Family; 16008 NW 78th Ave, , Alachua, FL, 32615; Not Investment-Related; 10/23/2024.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-14 |
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