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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-07-23 |
| VA | RA | APPROVED | 2014-06-10 |
Branch Locations
300 Ellicott St Ste A4, Occoquan, VA 22125 • United States
Fairfax Station, VA • 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. | Alexandria | VA | 06/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Occoquan | VA | 03/2020 | Present |
Real Estate Ownership; Single Family; 1000 crescent lake driveSaint Petersburg, FL, ,; Investment-Related; 10/01/2016. Independent Insurance Brokering; Lafeyette Life Insurance; 03/03/2011; Group / Ohio National; 11/05/2012; . Business Ownership; K&D Partners; Co owner; As above; 8701 Birch Cliff Dr, , Fairfax Station, VA, 22039; Not Investment-Related; 04/01/2020; 1 to 9 hours per month; 0 during trading hours / KOKO NUTS MARKETING; Owner; Selling of blank journals; 8701 Birch Cliff Drive , , Fairfax Station , VA, 22039; Not Investment-Related; 08/10/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; K&D Partners Inc; Owner; Manage advisory business; 8701 Birch Cliff Drive , , Fairfax Station, VA, 22039; Investment-Related; 04/01/2020; 60 hours per month; 60 during trading hours. Other Business Activities; Ohio National; Sold Term Policy before joining Ameriprise.; NA, ,; ; 04/01/2014; 0 hours per month; 0 during trading hours / Song Marketing; Selling of creative works; 8701 Birch Cliff DrFairfax Station VA 22039, ,; ; 11/23/2015; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-10-14 |
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