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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-05-29 |
| FL | RA | APPROVED | 2019-01-15 |
Branch Locations
1108 S Washington Ave, Titusville, FL 32780-4234 • United States
Titusville, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
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.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-08 |
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