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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-28 |
| FL | RA | APPROVED | 2009-10-05 |
Branch Locations
2050 South Patrick Dr Ste B, Indian Harbour Beach, FL 32937-4431 • United States
Melbourne, FL • United States
2 disclosure categories 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. | Viera | FL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Inc. | Indian Harbour Beach | FL | 10/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Indian Harbour Beach | FL | 03/2020 | Present |
Business Ownership; Rally Point Farm, LLC; Exclusively for managing my Ameriprise AFG financial planning practice; Financial Planning; 2050 S. Patrick Dr Ste B, , Indian Harbour Beach, FL, 32937; Not Investment-Related; 03/01/2022; 0 hours per month; 0 during trading hours. Outside Employment; Rally Point Farm, LLC; Manager - Running my Ameriprise AFG practice; ; 2050 S. Patrick Dr Ste B, , Indian Harbour Beach, FL, 32937; Not Investment-Related; 03/01/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-07-09 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-02 |
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