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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
MD RA APPROVED 2026-07-14
VA RA APPROVED 2026-05-27
  • MD RA
    APPROVED
    Since 2026-07-14
  • VA RA
    APPROVED
    Since 2026-05-27

Branch Locations

Mclean, VA • United States

4800 Montgomery Ln Ste 620, Bethesda, MD 20814 • United States

7820 Sunnehanna Ct, Port Tobacco, MD 20677 • United States

7820 Sunnehanna Ct, Port Tobacco, MD 20677 • 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 Bethesda MD 05/2024 Present
Parking Services At Christopher Newport University Newport News VA 09/2023 12/2023
Potomac Floral Design Studio La Plata MD 05/2022 08/2022
Christopher Newport University Newport News VA 08/2021 05/2025
St. Mary's Ryken High School Leonardtown MD 08/2017 08/2021
Archbishop Neal School La Plata MD 01/2016 08/2017
  • 05/2024 → Present
    Bethesda, MD
  • 09/2023 → 12/2023
    Parking Services At Christopher Newport University
    Newport News, VA
  • 05/2022 → 08/2022
    Potomac Floral Design Studio
    La Plata, MD
  • 08/2021 → 05/2025
    Christopher Newport University
    Newport News, VA
  • 08/2017 → 08/2021
    St. Mary's Ryken High School
    Leonardtown, MD
  • 01/2016 → 08/2017
    Archbishop Neal School
    La Plata, MD
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-05-20
  • S66 Uniform Combined State Law Examination
    2026-05-20
Other Names
  • Patrick Anderson

View on SEC IAPD

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