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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-09-29 |
| CA | RA | APPROVED | 2002-02-05 |
Branch Locations
4314 Redwood Hwy Ste 400, San Rafael, CA 94903 • United States
Mill Valley, CA • 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. | San Francisco | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Novato | CA | 03/2020 | Present |
Other Business Activities; Marin County Sheriff's Office Search and Rescue Unit; I am the Medical Equipment and Winter Gear Coordinator for the local SAR team, as well as a Duty Officer for potential callouts. In these roles I develop and implement search plans for missing individuals across northern California, and am an active medic and rope technician rescuer for more technical situations. I am not in charge of any fundraising or budgetary items, nor am I a voting member of the board of directors or managers. I have been a general member for several years, but only now have taken a more active role and a higher position, and now appear on the organizational chart, so this disclosure is required (as per my RP).; 1600 Los Gamos Dr, Suite 200, San Rafael, CA, 94903; Not Investment-Related; 01/01/2025; 20 to 39 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-02-01 |
| S63 | Uniform Securities Agent State Law Examination | 1998-10-08 |
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