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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 |
|---|---|---|---|
| GA | RA | APPROVED | 2025-04-01 |
Branch Locations
125 Plantation Centre Drive Building 300 Suite A, Macon, GA 31210 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Macon | GA | 08/2024 | Present |
| Bethlehem Christian Academy | Bethlehem | GA | 01/2014 | 12/2016 |
| Oconee State Bank | Athens | GA | 01/2017 | 03/2020 |
| Unemployed | Athens | GA | 04/2020 | 05/2020 |
| Seller Accountant | Athens | GA | 05/2020 | 09/2020 |
| Rdl Ag Services, Llc | Athens | GA | 09/2020 | 06/2021 |
| Trail's End Camp | Beach Lake | PA | 06/2021 | 08/2021 |
| Oak And Pine | Athens | GA | 08/2021 | 02/2022 |
| Accountingdepartment.cOm | Athens | GA | 02/2022 | 09/2022 |
| Agn Business Solutions | Athens | GA | 10/2022 | 07/2023 |
| Piedmont Capital Management | Macon | GA | 07/2023 | 08/2024 |
Outside Employment; Back to the Basics 101; Owner; Bookkeeping services; 149 Butts Rd, , Cochran, GA, 31014; Not Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-31 |
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