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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-02-12 |
| VA | RA | APPROVED | 2019-02-27 |
Branch Locations
3050 Chain Bridge Rd Ste 101, Fairfax, VA 22030-2834 • United States
Vienna, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Venable Llp | Washington | DC | 07/2014 | 03/2017 |
| Ameriprise Financial Services, Inc | Fairfax | VA | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Fairfax | VA | 03/2020 | Present |
Business Ownership; Financial Planning Partners; General partner responsible for running business; Manages our franchise; 3050 Chain Bridge Rd, Suite 101, Fairfax VA 22030, ,; Investment-Related; 04/24/2017; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; Vienna Grove HOA; Treasurer; 2693 Salem Oak Ln, , Vienna, VA, 22181; Not Investment-Related; 02/02/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-12-21 |
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