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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-19 |
| VA | RA | APPROVED | 1994-07-19 |
| DC | RA | APPROVED | 1994-06-18 |
Branch Locations
12848 Harbor Dr Ste 101, Lake Ridge, VA 22192-2964 • United States
9073 Center St, Manassas, VA 20110 • United States
Woodbridge, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Lake Ridge | VA | 09/2005 | 03/2020 |
| Ameriprise Financial Service, Llc | Lake Ridge | VA | 11/1993 | Present |
Real Estate Ownership; Commercial; 12848 Harbor Drive, , Lake Ridge, VA, 22192; Not Investment-Related; 01/01/2000. Business Ownership; Start Up LLC; Minimal oversight of operations; 25% ownership in Co Work LLC - new business co-working space in Manassas VA; 9071 Center Street, , Manassas, VA, 20110; Not Investment-Related; 07/01/2016; 10 to 19 hours per month; 1 to 9 during trading hours / Platinum Service Solutions Inc.; management; Consulting; 12848 Harbor Drive #101, , Lake Ridge, VA, 22192; Not Investment-Related; 01/01/2005; 20 to 39 hours per month; 1 to 9 during trading hours / Center & Main LLC; Investor Partner; Holds 25% interest in commercial real estate partnership; 12848 Harbor Drive, , Lake Ridge, VA, 22192; Not Investment-Related; 05/06/2016; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Manassas Ballet Theatre; Board Member; 9004 Mathis Avenue, , Manassas, VA, 20110; Investment-Related; 10/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / The Jamestown Society Council; Council Member; 3268 Grady Lane, , Woodbridge, VA, 22192; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours / Prince William County Chamber of Commerce; board member; 9733 Buchanan Loop , , Manassas, VA, 20110; Not Investment-Related; 12/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Platinum Service Solutions Inc.; Owner - Owner; Plat Serv solutions manages and operates the on-going operations of Bennett Whitlock's financial advisory practice; 12848 Harbor Drive, , Lake Ridge, VA, 22192; Not Investment-Related; 01/01/2007; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-03-21 |
| S65 | Uniform Investment Adviser Law Examination | 1994-03-14 |
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