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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2006-10-05
OK RA APPROVED 2000-10-31
  • TX RA
    APPROVED_RES
    Since 2006-10-05
  • OK RA
    APPROVED
    Since 2000-10-31

Branch Locations

9104 N Kelley Ave, Oklahoma City, OK 73131-2418 • United States

Edmond, OK • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Oklahoma City OK 09/2005 03/2020
Ameriprise Financial Services, Llc Oklahoma City OK 03/2020 Present
Other Businesses

Real Estate Ownership; Commercial; 9104 N Kelley Ave, , Oklahoma City, OK, 73131; Not Investment-Related; 11/01/2011. Business Ownership; Allimar, LLC; ; LLC to pay office expenses; 9104 N Kelley Ave, Oklahoma City, OK 73131, ,; ; 12/01/2011; 1 to 9 hours per month; / Cowgirl Management LLC; Co-owner; Established for purposes of shared infrastructure, expense management, and continuity planning among team members.; 11608 W Wheat Capital, , Enid, OK, 73703; Not Investment-Related; 06/02/2023; 1 to 9 hours per month; 0 during trading hours / Allison Marks LLC; Owner; Real Estate; 9104 N Kelley Ave, , Oklahoma City, OK, 73131; Not Investment-Related; 11/01/2011; 0 hours per month; 0 during trading hours. Other Business Activities; FFP; I am providing pro bono financial planning to a military family through Homes for Our Troops, a FPA-sponsored pro bono financial planning program. This activity involves no use of Ameriprise-branded materials and no sale of Ameriprise products.; 9104 N Kelley AveOklahoma City, OK 73131, ,; ; 08/03/2016; 1 to 9 hours per month; 1 to 9 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2000-09-26
  • S66 Uniform Combined State Law Examination
    2000-09-26
Other Names
  • Julie Lindell White

View on SEC IAPD

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