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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-06-10 |
| CA | RA | APPROVED | 2017-06-09 |
Branch Locations
5550 S Macadam Ave Ste 102, Portland, OR 97239-3772 • United States
West Linn, OR • 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 |
|---|---|---|---|---|
| Principal Life Insurance | Irvine | CA | 11/2014 | 06/2017 |
| Princor Financial Services Corporation | Irvine | CA | 11/2014 | 06/2017 |
| Ameriprise Financial Services Inc | Portland | OR | 06/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Independent Insurance Brokering; Principal; 07/01/2017; / safeco; 01/01/2014; Group. Outside Employment; George Fox University; Adjunct Professor - Teaching undergraduate students about financial planning.; Teachng; 414 N. Meridian St., , Newberg, OR, 97132; Not Investment-Related; 09/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-02 |
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