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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 |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-30 |
| FL | RA | APPROVED | 2018-09-18 |
Branch Locations
28059 Us Highway 19 N Ste 206, Clearwater, FL 33761 • United States
Dover, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services | Tampa | FL | 01/2009 | 09/2018 |
| Dimensions Wealth Partners | Tampa | FL | 04/2010 | 09/2018 |
| Raymond James Financial Services Advisors, Inc | Tampa | FL | 08/2009 | 09/2018 |
| Renral Real Estate | Orlando | FL | 10/2013 | 09/2018 |
| Ameriprise Financial Services, Inc. | Tampa | FL | 09/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Clearwater | FL | 03/2020 | Present |
Business Ownership; Darcy, Inc.; DBA; DBA No Activity; W Cleveland St Tampa FL, ,; Not Investment-Related; 12/01/2018; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1999-08-30 |
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