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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-04-03 |
| WV | RA | APPROVED | 1998-01-01 |
Branch Locations
330 Association Dr, Charleston, WV 25311 • United States
Charleston, WV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Charleston | WV | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Charleston | WV | 03/2020 | Present |
Real Estate Ownership; Commercial; 330 Association Drive Charleston, WV 25311, ,; Not Investment-Related; 12/31/2008. Independent Insurance Brokering; Physicians Life; 08/16/2021; / Fidelity Life; 06/30/2025; Term Life. Business Ownership; M2 Partners, LLC; ; We own the building in which we conduct business and lease to other advisors (Same enterprise cited in section 2.1.3); 330 Association DriveCharleston, WV 25311, ,; Not Investment-Related; 12/31/2008; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Northgate Property Owners Association; Member; Northgate Office Park, , Charleston, WV, 25311; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Book publication; Historical account of a crime committed in Charleston, WV in 1953. I plan to be a co-author and finance the publication as well as to develop a website and market the book with my co-author who is NOT an Ameriprise client. Book due for publication in January or February of 2020.; 214 Flintlock Road, , Charleston, WV, 25314; Not Investment-Related; 01/15/2020; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1983-08-05 |
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