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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2013-12-13 |
Branch Locations
333 S 7Th St Suite 1960, Minneapolis, MN 55402-2422 • United States
Chanhassen, MN • 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. | Minneapolis | MN | 09/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Minneapolis | MN | 03/2020 | Present |
Outside Employment; Heritage Wealth Advisors LLC; Financial Advisor; Manage advisory business; 333 S 7th St., Suite 1960, Minneapolis, MN, 55402; Investment-Related; 10/06/2023; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-12-16 |
| S65 | Uniform Investment Adviser Law Examination | 2013-04-17 |
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