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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2014-02-24 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
Maple Valley, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Renton | WA | 02/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Renton | WA | 03/2020 | Present |
Business Ownership; TPE Holdings, LLC; Member; Manage Ameriprise Business; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Fiduciary Activities . Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2014-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 2010-03-05 |
| S66 | Uniform Combined State Law Examination | 2004-01-12 |
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