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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-05-19 |
| CA | RA | APPROVED | 2006-12-04 |
Branch Locations
3945 Freedom Circle Ste 460, Santa Clara, CA 95054 • United States
Brentwood, CA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Santa Clara | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Santa Clara | CA | 03/2020 | Present |
Independent Insurance Brokering; Covered CA; 09/01/2014; / Blue Shield; 01/23/2015; / Health Net; 12/28/2017; / ANTHEM BLUE CROSS LIFE AND HEALTH INSURANCE COMPANY; 03/14/2007; Health / Kaiser Permanente; 09/18/2017; / United Healthcare; 04/01/2019; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-06-22 |
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