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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-12-19 |
| WA | RA | APPROVED | 2004-12-06 |
Branch Locations
308 Gates St, Mt Vernon, WA 98273 • United States
2630 77Th Ave Se Ste 110, Mercer Island, WA 98040 • United States
Mazama, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Mount Vernon | WA | 08/2001 | 03/2020 |
| Ameriprise Financial Services, Llc | Mount Vernon | WA | 03/2020 | Present |
Real Estate Ownership; Commercial; gates, , mount vernon, WA, 98273; Investment-Related; 12/31/2019 / Single Family; 7 patterson lane, , mazama, WA, 98833; Not Investment-Related; 08/05/2022. Business Ownership; Trinity Skagit LLC; ; holds real estate already disclosed; 308 Gates Street, ,; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours / BAMF LLC; expense paying and bills for rental; LLC to manage expenses for rental properties DBA basecamp 49 and cabins of methow; po box 384, , winthrop, WA, 98862; Not Investment-Related; 08/05/2022; 1 to 9 hours per month; 0 during trading hours / Base Camp builders LLC; Owner; construction management of dirt and site work; 55 Lobos Rund, , Winthrop, WA, 98862; Not Investment-Related; 07/25/2023; 1 to 9 hours per month; 0 during trading hours / Sands Family LLC; Co-owner; just a holding llc for investments only , not a business, treated as disregarded entity; 15 patterson lane, , mazama, WA, 98833; Investment-Related; 06/05/2025; 0 hours per month; 0 during trading hours / KOT Holdings; member, my wife Alisa will be manager/owner; Holding company for equity in Ameriprise practice, no business activity just holds shares of Scannell LLC; 15 patterson lane, , mazama, WA, 98833; Not Investment-Related; 04/01/2026; 0 hours per month; 0 during trading hours. Outside Employment; Scannell LLC; Financial Advisor - service clients and provide financial advice. Provide leadership and training to other advisors.; ; 7525 SE 24th st, suite 120, , Mercer Island, WA, 98040; Investment-Related; 06/01/2015; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-29 |
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