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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-12-14 |
| CA | RA | APPROVED | 2001-05-01 |
Branch Locations
7111 N Fresno St Ste 260, Fresno, CA 93720 • United States
Fresno, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fresno | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Fresno | CA | 03/2020 | Present |
Independent Insurance Brokering; Blue Shield of CA; 08/07/2001; . Business Ownership; Valley Harvest Wealth Management LLC; Owner; Manage Ameriprise Business; 7111 N Fresno Street Suite 260, , Fresno, CA, 93720; Investment-Related; 07/27/2026; 40 to 59 hours per month; 20 to 39 during trading hours. Board of Directors; Fig Garden Rotary club of Fresno; Foundation Chair; 5730 N First St, #105, Fresno, CA, 93710; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Valley Harvest Wealth Management; Owner; Manage advisory business; 7111 N Fresno Street Suite 260, , Fresno, CA, 93720; Investment-Related; 08/17/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-04-24 |
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