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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-10-29 |
| NC | RA | APPROVED | 2019-07-30 |
Branch Locations
642 Signal Hill Drive Ext, Statesville, NC 28625 • United States
8832 Blakeney Professional Dr Ste 302, Charlotte, NC 28277-6809 • United States
Mooresville, NC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mooresville | NC | 08/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Statesville | NC | 03/2020 | Present |
Business Ownership; Brightstead Management LLC; COO, Financial Advisor; Management of practice operations; 8832 Blakeney Professional Dr, Suite 302, , Charlotte, NC, 28277; Not Investment-Related; 02/24/2021; 40 to 59 hours per month; 40 to 59 during trading hours / Creative Dimensions; Artist; Art; 118 Collins Grove Ct , , Mooresville, NC, 28115; Not Investment-Related; 04/04/2004; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Brightstead Management LLC; COO, Financial Advisor - Management of Operations for practice; ; 8832 Blakeney Professional Parkway, Suite 302, , Charlotte, NC, 28277; Not Investment-Related; 02/24/2021; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-07-30 |
| S66 | Uniform Combined State Law Examination | 2007-02-05 |
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