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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2023-05-29
FL RA APPROVED 2019-01-15
  • TX RA
    APPROVED_RES
    Since 2023-05-29
  • FL RA
    APPROVED
    Since 2019-01-15

Branch Locations

1108 S Washington Ave, Titusville, FL 32780-4234 • United States

Titusville, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Rsm Us Llp/Mcgladrey Llp Viera FL 02/2012 12/2017
Ameriprise Financial Services, Inc Titusville FL 12/2017 03/2020
Ameriprise Financial Services, Llc Titusville FL 03/2020 Present
  • 02/2012 → 12/2017
    Rsm Us Llp/Mcgladrey Llp
    Viera, FL
  • 12/2017 → 03/2020
    Ameriprise Financial Services, Inc
    Titusville, FL
  • 03/2020 → Present
    Titusville, FL
Other Businesses

Business Ownership; K P Youmans, LLC; Owner and operator; Practice management; 1108 S Washington Ave, , Titisville, FL, 32780; Not Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours / The Storehouse Group, Inc.; Co-owner; Manage Ameriprise Business; 1108 S Washington Ave, , Titusville, FL, 32796; Investment-Related; 06/10/2019; 1 to 9 hours per month; 0 during trading hours / Karl Phillip Youmans; Owner and Sole Proprietor, provide tax preparation and advisory services, administrative duties, bookkeeping; Tax Preparation; 3680 Fox Wood Dr, , Titusville, FL, 32780; Not Investment-Related; 12/01/2019; 1 to 9 hours per month; 0 during trading hours. Outside Employment; The Storehouse Group, Inc; Treasurer 50% Owner; responsible for bookkeeping and records management, operational management.; Manage advisory business; 1108 S Washington Ave, , Titusville, FL, 32780; Investment-Related; 06/10/2019; 1 to 9 hours per month; 0 during trading hours / K P YOUMANS, LLC; Owner; Administrative services and practice management.; 1108 S WASHINGTON AVE, , TITUSVILLE, FL, 32780; Investment-Related; 03/01/2020; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-10-08
  • S66 Uniform Combined State Law Examination
    2018-10-08

View on SEC IAPD

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