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1450 Brickell Avenue Suite 2610, Miami, FL 33131 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-06-06 |
Branch Locations
875 Greenland Road Unit A12, Portsmouth, NH 03801 • United States
1450 Brickell Avenue Suite 2610, Miami, FL 33131 • 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. | Portland | ME | 08/1988 | Present |
(1) Name of Organization,: Valerie J Morgan Revocable Trust Position/Title Owner/Propretor Date of Affiliation: 09/01/2020 Full Address 18 Melody Terrace City: Dover State: New Hampshire Nature of business: Own 2 rental properties. Duties/Responsibilities Renting, and maintaining the property. Is this an investment-related activity? Yes. Hours per month devoted to this business? 2. Hours per month during trading hours devoted to this business: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1987-09-15 |
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