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Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)
  • Pension consulting
  • Selection of other advisers
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-04-01
  • GA RA
    APPROVED
    Since 2025-04-01

Branch Locations

Macon, GA • United States

125 Plantation Centre Drive Building 300 Suite A, Macon, GA 31210 • 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
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
  • 08/2024 → Present
    Macon, GA
  • 01/2014 → 12/2016
    Bethlehem Christian Academy
    Bethlehem, GA
  • 01/2017 → 03/2020
    Oconee State Bank
    Athens, GA
  • 04/2020 → 05/2020
    Unemployed
    Athens, GA
  • 05/2020 → 09/2020
    Seller Accountant
    Athens, GA
  • 09/2020 → 06/2021
    Rdl Ag Services, Llc
    Athens, GA
  • 06/2021 → 08/2021
    Trail's End Camp
    Beach Lake, PA
  • 08/2021 → 02/2022
    Oak And Pine
    Athens, GA
  • 02/2022 → 09/2022
    Accountingdepartment.cOm
    Athens, GA
  • 10/2022 → 07/2023
    Agn Business Solutions
    Athens, GA
  • 07/2023 → 08/2024
    Piedmont Capital Management
    Macon, GA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-03-31
  • S66 Uniform Combined State Law Examination
    2025-03-31

View on SEC IAPD

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