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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WY | RA | APPROVED | 2023-12-19 |
| TX | RA | APPROVED_RES | 2009-08-10 |
| MT | RA | APPROVED | 1999-09-20 |
Branch Locations
2615 Connery Way, Missoula, MT 59808-6536 • United States
105 W Park St Ste 6, Livingston, MT 59047 • United States
4 Sunset Plz Ste 100, Kalispell, MT 59901 • United States
1283 N 14Th Ave Ste 202, Bozeman, MT 59715 • United States
485 E 2Nd Street Suite 202, Casper, WY 82601 • United States
Missoula, MT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Missoula | MT | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Missoula | MT | 03/2020 | Present |
Business Ownership; LGS Properties, LLC; ; Own and Manage commercial real estate property; 2603 Wedgewood CourtMissoula, MT 59808, ,; Not Investment-Related; 08/21/2017; 1 to 9 hours per month; 0 during trading hours / JML Holdings, Inc.; ; Personal Service Corporation to handle Ameriprise Practice expenses.; 2615 Connery WayMissoula, MT 59808, ,; Not Investment-Related; 09/01/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Okole Maluna, LLC; Co-owner; Real Estate; 32160 Masumola Lane, , Polson, MT, 59860; Not Investment-Related; 02/13/2025; 0 hours per month; 0 during trading hours. Outside Employment; JML Holdings, Inc.; President -; Processes business expenses for Ameriprise practice.; 2615 Connery WayMissoula, MT 59808, ,; Not Investment-Related; 09/01/2013; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-31 |
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