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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-03 |
Branch Locations
6500 Sw Beaverton Hillsdale Hwy Ste 1, Portland, OR 97225-1400 • United States
1800 Blankenship Rd Ste 155, West Linn, OR 97068 • United States
Beaverton, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Real Estate Ownership; Commercial; 16691 SW Whitetail Lane, , Beaverton, OR, 97007; Investment-Related; 11/28/2025. Independent Insurance Brokering; Mass Mutual; 05/22/2015; / Metlife; 05/22/2015; . Business Ownership; Martindale Properties, LLC; ; Real Estate Holdings; 6500 SW Beaverton Hillsdale Hwy., Portland OR 97225, ,; Not Investment-Related; 11/08/2013; 1 to 9 hours per month; 1 to 9 during trading hours / Pivot Capital; Co-owner; Real Estate; 16691 SW Whitetail Lane, , Beaverton, OR, 97007; Investment-Related; 03/11/2024; 1 to 9 hours per month; 0 during trading hours / TPE Holdings, LLC; Member; LLC that holds ownership; 126 Wells Ave S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors, LLC; Employee; Manage advisory business; 2630 SW 77th Avenue SE, , Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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