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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2013-05-02 |
| CA | RA | APPROVED | 2005-09-08 |
Branch Locations
28202 Cabot Rd Ste 300, Laguna Niguel, CA 92677 • United States
Rancho Santa Margar, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Irvine | CA | 08/1999 | 03/2020 |
| Ameriprise Financial Services, Llc | Laguna Niguel | CA | 03/2020 | Present |
Independent Insurance Brokering; Blue Shield; 12/01/2025; Health. Business Ownership; Jeffrey L Halbreich, Inc.; Provide consulting services; Consulting; 28202 Cabot Rd, Ste 425, , Laguna Niguel, CA, 92677; Not Investment-Related; 12/10/2012; 20 to 39 hours per month; 10 to 19 during trading hours. Board of Directors; SAMLARC; Member at Large; 21472 Avenida De Los Fundadores, , Rancho Santa Margarita, CA, 92688; Not Investment-Related; 07/25/2023; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-05-07 |
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