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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2021-02-09 |
Branch Locations
1000 Sw Broadway Ste 2200, Portland, OR 97205-3074 • United States
Arch Cape, OR • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Portland | OR | 04/2001 | 03/2019 |
| Ameriprise Financial Services Inc | Portland | OR | 03/2019 | 03/2020 |
| Ameriprise Financial Service, Llc | Portland | OR | 03/2019 | Present |
Business Ownership; FCH LLC; Manage residential condominium rental; Residential condominium leasing.; 13535 NW Lariat Ct.Portland, OR 97229, ,; Investment-Related; 07/01/2017; 1 to 9 hours per month; 0 during trading hours / Weinhardt Limited Partnership; General Partner and partial owner managing rental of condominium residence.; Real Estate Rental; 13535 NW Lariat Ct.Portland, OR 97229, , Portland, OR, 97229; Investment-Related; 10/01/1992; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Portland Rotary Charitable Trust; Trust Fund Board Member; 13535 NW Lariat Ct, , Portland, OR, 97229; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Friends of Crater Lake National Park; Director; 45 E Stewart Ave #1059, , Medford, OR, 97501; Not Investment-Related; 09/30/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-07-02 |
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