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Ameriprise Financial Services, LLC CRD 6363
$660B regulatory AUM 124,349 advisory clients
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-07-10 |
| VA | RA | APPROVED | 2024-07-10 |
Branch Locations
Tracys Landing, MD • United States
1902 Campus Commons Dr Ste 500, Reston, VA 20191-1592 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| F500 Advisory Servcies, Inc. | Newport Beach | CA | 10/2010 | 12/2016 |
| Osage Pacific Advisors | Newport Beach | CA | 12/2016 | 10/2022 |
| Ameriprise Financial Services, Llc. | Annapolis | MD | 10/2022 | 04/2024 |
| Ameriprise Financial Services, Llc | Reston | VA | 07/2024 | Present |
Business Ownership; Cynthia Morgan Sewing Business; Owner, purchase and resell fabric and sewing patterns through Facebook sewing groups and eBay.; Sewing re-sales; 6274 Franklin Gibson Rd., , Tracys Landing, MD, 20779; Not Investment-Related; 01/01/2020; 10 to 19 hours per month; 0 during trading hours. Board of Directors; South County Assistance Network, Inc. Food Bank; Board Member; c/o St. James Parish, 5757 Solomon's Island Rd., , Lothian, MD, 20711; Not Investment-Related; 01/01/1996; 1 to 9 hours per month; 0 during trading hours / Bishop McNamara High School Investment Subcommittee; Committee Member; 6800 Marlboro Pike, , Forestville, MD, 20747; Investment-Related; 01/01/2012; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-03-31 |
| S66 | Uniform Combined State Law Examination | 2007-08-10 |
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