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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-09-25 |
| CA | RA | APPROVED | 2010-07-28 |
Branch Locations
844 Richland Road Suite A, Yuba City, CA 95991-6276 • United States
899 Embarcadero Dr Ste 2, El Dorado Hills, CA 95762-4094 • United States
198 E Elm Ave Ste 102, Coalinga, CA 93210-2837 • United States
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747 • United States
250 Vallombrosa Ave Suite 370, Chico, CA 95926-3976 • United States
2150 Main St Ste 1, Red Bluff, CA 96080-2372 • United States
Roseville, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Roseville | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 625 imperial ct, , roseville, CA, 95747; Not Investment-Related; 05/08/2026. Business Ownership; Blue Oaks Managment; expense management, shared operational infrastructure, and continuity planning amount team member.; expense management, shared operational infrastructure, and continuity planning amount team member.; 1430 blue oaks blvd. #290, , Roseville, CA, 95747; Not Investment-Related; 01/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours / Lockview Management, Inc.; owner; expense management company; 1430 Blue Oaks Blvd. #290, , Roseville, CA, 95747; Not Investment-Related; 01/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours / BMMP, LLC; Co-owner; Real Estate; 844 Richland Road, Suite A, Yuba City, CA, 95991; Not Investment-Related; 09/22/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Lockview Management; Owner; Manage advisory business; 1430 blue oaks blvd, #290, roseville, CA, 95747; Investment-Related; 06/18/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-05-03 |
| S63 | Uniform Securities Agent State Law Examination | 2001-07-23 |
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