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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2024-10-28 |
| CA | RA | APPROVED | 2019-09-19 |
| TX | RA | APPROVED_RES | 2019-09-19 |
Branch Locations
21600 Oxnard St, 18Th Fl, Tower I Warner Center Towers, Woodland Hills, CA 91367 • United States
Tacoma, WA • United States
1201 Pacific Ave 11Th Fl, Tacoma, WA 98402 • 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. | Woodland Hills | CA | 10/2009 | 08/2019 |
| Ameriprise Financial Services, Inc. | Woodland Hills | CA | 10/2009 | 08/2019 |
| Wells Fargo Clearing Services, Llc | Woodland Hills | CA | 08/2019 | Present |
RENTAL PROPERTY, INVT RELATED, SAN PEDRO, CA, 100% OWNERSHIP, START DATE 3/22/2021, 1 HR PER MONTH, 0 HRS DURING TRADING, COLLECT RENT AND PAY EXPENSES. DILLER AND DILLER, LLC; NOT INV. RELATED; KALISPELL,MT; 100% OWNERSHIP; START DATE 01/14/2022; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; HOLDS A CAR.; EXECUTOR FOR FRIEND, INV RELATED, PACIFIC GROVE, CA, START: 1/6/2023, 12 HOURS A MONTH, 0 HOURS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 1989-03-22 |
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