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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-02-02 |
| VA | RA | APPROVED | 1988-02-04 |
Branch Locations
3951 Westerre Parkway Suite 100, Richmond, VA 23233 • United States
Mechanicsvlle, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Richmond | VA | 05/1987 | 03/2020 |
| Ameriprise Financial Services, Llc | Richmond | VA | 03/2020 | Present |
Real Estate Ownership; Single Family; 9113 Dunncroft Dr, Glen Allen, VA, ,; Investment-Related; 07/01/1988 / Single Family; 12423 Shore View Dr, Richmond, VA, ,; Investment-Related; 10/01/2008 / Single Family; 12303 Shore View Drive, Richmond, VA 23233, ,; Investment-Related; 04/01/2017. Business Ownership; Carmel by the Lake, LLC; I will be one of four owners, including my wife, sister-in-law, and brother-in-law; Debi Moore, Kristen Stombres, and Steve Stombrees.; It is not a business initially and may involve some rental in the future.; 10114 Cedarview Court, , Mechanicsville, VA, 23116; Not Investment-Related; 06/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Home Transition Specialists, LLC; Provide funds, purchase insurance, establish utilities, and track the financials; Real Estate purchase, renovation, resale, rent, and transition service/business; 10114 Cedarview Court, , Mechanicsville, VA, 23116; Not Investment-Related; 03/09/2018; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1987-10-29 |
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