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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-28 |
| WA | RA | APPROVED | 1990-02-16 |
Branch Locations
2275 116Th Ave Ne Ste 200, Bellevue, WA 98004 • United States
Beaux Arts, 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. | Bellevue | WA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bellevue | WA | 03/2020 | Present |
Business Ownership; TPE Holdings, LLC; Member; LLC that holds ownership; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Board of Directors; Whitworth University; Trustee, including Investment Committee; 300 W. Hawthorne Road, Spokane, WA 99251, ,; ; 10/17/2002; 1 to 9 hours per month; 1 to 9 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 |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1989-12-21 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-22 |
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