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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-29 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Visalia | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Visalia | CA | 03/2020 | Present |
Real Estate Ownership; short term rental condo unit; 444 Pier Ave, Unit 505, Oceano, CA, 93445; Not Investment-Related; 01/15/2024 / Commercial; 1104 West Center Avenue, , Visalia, CA, 93291; Not Investment-Related; 09/01/2021 / Multi-Family; 444 Pier Ave, Unit 608, Oceano, CA, 93445; Not Investment-Related; 10/01/2023 / Single Family; 6011 W Howard Ct, , Visalia, CA, 93277; Not Investment-Related; 10/15/2022. Board of Directors; Catholic Professionals & Business Club Tulare-Kings; President Emeritus; Secretary; 506 N Garden St, , Visalia, CA, 93291; Not Investment-Related; 06/17/2013; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; A2 Business; My duties include reviewing investment portfolios, retirement plans, financial goals, income, expenses, assets and liabilities and provide guidance and direction for clients. A2 Business is the entity from which I receive my compensation for this work.; Manage advisory business; 1310 S Main St , Suite 14, Ann Arbor, MI, 48104; Investment-Related; 03/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-10-22 |
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