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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 |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-12 |
| SC | RA | APPROVED | 2024-12-12 |
| VA | RA | APPROVED | 2024-12-12 |
Branch Locations
908 E Jefferson St Suite 201, Charlottesville, VA 22902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Pleasant | SC | 06/2017 | 06/2020 |
| Liberty University Academic Affairs For Athletics | Lynchburg | VA | 08/2015 | 05/2017 |
| Liberty University | Lynchburg | VA | 06/2013 | 05/2017 |
| Unemployed | Goose Creek | SC | 05/2017 | 06/2017 |
| Ameriprise Financial Services, Llc | Mt. Pleasant | SC | 06/2020 | 05/2024 |
| Lpl Financial, Llc | Columbia | SC | 05/2024 | 10/2024 |
| Independent Advisor Alliance | Charlotte | NC | 05/2024 | 10/2024 |
| Ameriprise Financial Services, Llc | Charlottesville | VA | 12/2024 | Present |
| Unemployed | Hanahan | SC | 10/2024 | 11/2024 |
Outside Employment; Clarinity, Inc.; I am an advisor with the practice and head of our financial planning team.; Clarinity, Inc is doing business as ArkWise Wealth.; 908 East Jefferson Street, Suite 201, , Charlottesville, VA, 22902; Investment-Related; 12/02/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-08 |
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