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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-01-12 |
| CA | RA | APPROVED | 2002-10-16 |
Branch Locations
2260 Douglas Blvd Ste 200, Roseville, CA 95661 • United States
Granite Bay, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Roseville | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Real Estate Ownership; Commercial; 2260 Douglas Blvd., Suite 200, , Roseville, CA, 95661; Not Investment-Related; 10/15/2025. Business Ownership; Indigai Business Advisory; strategist, R&D, oversee operations, coach/consultant; Consulting; 3017 Douglas Boulevard, Suite 300, , Roseville, CA, 95661; Not Investment-Related; 09/01/2023; 10 to 19 hours per month; 0 during trading hours / Flowstead Holdings, LLC; Owner; LLC to hold real estate; 3017 Douglas Boulevard, Suite 300, , Roseville, CA, 95661; Not Investment-Related; 07/18/2025; 0 hours per month; 0 during trading hours. Other Business Activities; Book: Financial FLOW - The Art of Fulfilling Life and Optimizing Wealth; Authorship and publication of a consumer-education book titled Financial FLOW: The Art of Fulfilling Life and Optimizing Wealth, focused on general financial planning concepts. Activity is limited to writing and promotion of educational content, with no individualized advice or securities recommendations.; 3717 Douglas Boulevard, Suite 300, , Roseville, CA, 95661; Not Investment-Related; 12/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-15 |
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