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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-05 |
| PA | RA | APPROVED | 2011-12-16 |
Branch Locations
421 S State St, Clarks Summit, PA 18411-1684 • United States
Waverly Twp, PA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Clarks Summit | PA | 12/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Clarks Summit | PA | 03/2020 | Present |
Business Ownership; Clarity Welath Management, Ltd.; Monitor Compensation from Ameriprise to myself & AFA. Pay monthly bills in the course of running my Ameriprise franchise.; This is the company I set-up to run my Ameriprise Franchise; 421 S State St, , Clarks Summit, PA, 18411; Not Investment-Related; 12/01/2011; 20 to 39 hours per month; 0 during trading hours. Board of Directors; United Neighborhood Centers of NE PA; Treasurer; 526 Cedar Ave, , Scranton, PA, 18505; Investment-Related; 01/09/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 1991-08-01 |
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