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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2025-06-11 |
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
2292 Oakmont Way, Eugene, OR 97401 • United States
Reno, NV • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Eugene | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Eugene | OR | 03/2020 | Present |
Business Ownership; Oakwood, LLC; Member; Mobile Home Park; 2251 Lathen Way, , Eugene, OR, 97408; Investment-Related; 01/25/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Egdewild Hills, LLC.; Oversight of a mobile home park.; It is a mobile home park in Indiana.; 2251 Lathen Way, , Eugene, OR, 97408; Investment-Related; 03/11/2020; 1 to 9 hours per month; 1 to 9 during trading hours / MECA 1; Co-owner; Real Estate; 2251 LATHEN WAY, , Eugene, OR, 97408; Investment-Related; 03/01/2024; 10 to 19 hours per month; 1 to 9 during trading hours / MECA MHP 2; Co-owner; Real Estate; 2251 LATHEN WAY, , Eugene, OR, 97408; Investment-Related; 04/15/2024; 10 to 19 hours per month; 1 to 9 during trading hours / TPE Holdings, LLC; Member; LLC that holds ownership; 126 Wells Ave. SO, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-12 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-07 |
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