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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2026-03-09 |
| TX | RA | APPROVED_RES | 2025-03-12 |
| CA | RA | APPROVED | 2017-04-21 |
Branch Locations
14274 N Northsight Blvd Ste 100, Scottsdale, AZ 85260-3956 • United States
1845 Mcculloch Blvd N Ste A2, Lake Havasu City, AZ 86403 • United States
Lake Havasu City, AZ • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Waddell & Reed, Inc | Lake Havasu City | AZ | 11/2011 | 04/2017 |
| Aiiz Cooling And Heating | Lake Havasu City | AZ | 12/2010 | 10/2016 |
| Western Welcome | Lake Havasu | AZ | 01/2013 | 10/2016 |
| Rodan & Fields | Lake Havasu City | AZ | 09/2016 | 02/2017 |
| Ameriprise Financial Services Inc. | Lake Havasu | AZ | 04/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Lake Havasu City | AZ | 03/2020 | Present |
Other Business Activities; Renting an office; Sub Lease an office to a mortgage rep; 1845 McCulloch Blvd A2, , Lake Havasu City, AZ, 86403; Not Investment-Related; 09/01/2022; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-30 |
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