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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-17 |
| CA | RA | APPROVED | 2002-08-09 |
Branch Locations
100 E Thousand Oaks Blvd Suite 290, Thousand Oaks, CA 91360 • United States
Thousand Oaks, 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. | Los Angeles | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Thousand Oaks | CA | 03/2020 | Present |
Independent Insurance Brokering; Equitable; 12/01/2020; / Integrity Life Ins Co; 05/31/2012; Fixed Annuity / Jackson National Life Insurance Co; 10/01/2015; / Prudential Annuities Life; 10/01/2015; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-08 |
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