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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-06-05 |
| NE | RA | APPROVED | 1998-02-05 |
Branch Locations
14769 California St Ste 3, Omaha, NE 68154 • United States
Omaha, NE • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Omaha | NE | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Omaha | NE | 03/2020 | Present |
Business Ownership; SHCB, LLC; Co-owner of SHCB which is the business entity we use to provide mutual finances for our team practice expenses such as supplies and payroll.; Consulting; 14769 California St, Ste 3Omaha, NE 68154, ,; Not Investment-Related; 04/15/2019; 1 to 9 hours per month; 1 to 9 during trading hours / Good Day Properties; Member of LLC that is used to pay for shared business operating expenses.; LLC put together to manage shared business expenses.; 14769 California St, Ste 3, , Omaha, NE, 68154; Not Investment-Related; 04/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / Momentum Partners LLC; Member; Manage Ameriprise Business; 11819 Miracle Hills Drive, suite 101, Omaha, NE, 68154; Investment-Related; 10/06/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Momentum Partners LLC; Member; Manage advisory business; 11819 Miracle Hills Drive, Suite 101, Omaha, NE, 68154; Investment-Related; 10/06/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-06-02 |
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