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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-09 |
| UT | RA | APPROVED | 2002-04-23 |
Branch Locations
268 E River Rd Ste 100, Tucson, AZ 85704-5842 • United States
Oro Valley, 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 |
|---|---|---|---|---|
| American Express Financial Advisors | Costa Mesa | CA | 02/2002 | 03/2020 |
| Ameriprise Financial Services, Llc | Midvale | UT | 03/2020 | Present |
Other Business Activities; phil williams leather and edc gear; creating handmade leather goods wallets, valet trays, phone covers tool organizers and providing pens, multitools, flashlights and pocketknives; 1143 west lone star mine place, , oro valley, AZ, 85737; Not Investment-Related; 05/31/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-24 |
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