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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-06-16 |
| VA | RA | APPROVED | 2019-01-25 |
Branch Locations
9097 Atlee Station Rd Ste 202, Mechanicsville, VA 23116 • United States
Richmond, 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2001 | 04/2017 |
| Suntrust Investment Services, Inc | Atlanta | GA | 04/2017 | 01/2019 |
| Suntrust Advisory Services, Inc | Atlanta | GA | 04/2017 | 01/2019 |
| Ameriprise Financial Services, Inc | Mechanicsville | VA | 01/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Mechanicsville | VA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-10-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-07-01 |
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