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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED_RES | 2012-06-21 |
Branch Locations
7450 Sw Beveland St Ste 100, Portland, OR 97223-8678 • United States
9665 Sw Allen Blvd Ste 115, Beaverton, OR 97005-4809 • United States
869 W Baxter Dr, South Jordan, UT 84095 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Real Estate Ownership; Commercial; 7450 SW Beveland Rd. Portland, OR 97223, ,; Not Investment-Related; 06/01/2015 / Single Family; 8193 SW 82nd Pl, , Portland, OR, 97223; Not Investment-Related; 12/18/2020. Business Ownership; Encore Growth Partners; Co-owner; Manage Ameriprise Business; 7450 SW Beveland Rd.,, Suite 100, Portland, OR, 97223; Not Investment-Related; 12/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours / WS Partners, LLC; Owner; Consulting; 7450 SW Beveland St, Ste 100, Portland, OR, 97223; Not Investment-Related; 05/01/2015; 1 to 9 hours per month; 0 during trading hours / WS Real Estate Holdings, LLC; Real Estate Holding; Real estate holding; 7450 SW Beveland St, Ste 100, Portland, OR, 97223; Not Investment-Related; 05/01/2015; 1 to 9 hours per month; 0 during trading hours / Wealth Strategy Partners Tax and Accounting Services; Co-owner; Tax Preparation; 7450 SW Beveland Rd, Suite 100, Portland, OR, 97223; Not Investment-Related; 01/10/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-09-08 |
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