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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2023-09-27 |
| TX | RA | APPROVED_RES | 2018-03-21 |
| WA | RA | APPROVED | 1990-12-07 |
Branch Locations
309 E Farwell Rd Ste 300, Spokane, WA 99218 • United States
512 5Th St Ste C, Berthoud, CO 80513-1244 • United States
Spokane, WA • 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. | Spokane | WA | 11/1988 | 03/2020 |
| Ameriprise Financial Services, Llc | Spokane | WA | 03/2020 | Present |
Business Ownership; Treehouse Management Services, LLC; Owner; An LLC structured to manage payroll and office expenses.; 309 E Farwell Rd #300, Spokane, WA 99218, , Spokane, WA, 99218; Not Investment-Related; 10/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1988-12-10 |
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