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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-02-10 |
Branch Locations
8817 E Bell Rd Ste 201, Scottsdale, AZ 85260 • United States
1 disclosure category 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. Dba Orin Green & Associates | San Diego | CA | 10/2011 | 12/2016 |
| Orin Green Financial, Llc | San Diego | CA | 12/2016 | 06/2017 |
| Ameriprise Financial Services, Inc. | San Diego | CA | 07/2017 | 10/2022 |
| Massmutual Life Insurance Company | San Diego | CA | 11/2022 | 01/2023 |
| Mml Investors Services, Llc | San Diego | CA | 11/2022 | 01/2023 |
| Ameriprise Financial Services, Llc | San Diego | CA | 01/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-10-31 |
| S65 | Uniform Investment Adviser Law Examination | 1997-10-31 |
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