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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2018-07-06 |
| CA | RA | APPROVED | 2004-10-22 |
Branch Locations
24025 Park Sorrento Ste 320, Calabasas, CA 91302 • United States
Calabasas, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Calabasas | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 03/2020 | Present |
Business Ownership; TRLT Ventures LLC; Co-owner; Manage Ameriprise Business; 8008 N High St, , Columbus, OH, 43235; Investment-Related; 11/07/2024; 60 hours per month; 40 to 59 during trading hours / Big MIke LLC; Co-owner; Manage Ameriprise Business; 24025 Park Sorrento, Suite 320Calabasas, CA 91302, ,; Not Investment-Related; 05/27/2019; 40 to 59 hours per month; 1 to 9 during trading hours. Board of Directors; Community Association of Saratoga Hills; Board Member; N/A, ,; ; 09/01/2017; 1 to 9 hours per month; 0 during trading hours. Outside Employment; TRLT Ventures LLC; Co-owner; Manage advisory business; 8008 N High Street, , Columbus, OH, 43235; Investment-Related; 12/18/2024; 60 hours per month; 60 during trading hours / Big Mike, LLC; Chief Operating Officer - COO of advisor owned legal entity established to administer financial practice operations.; Manage advisory business; 24025 Park Sorrento, #320Calabasas, CA 91302, ,; Not Investment-Related; 05/27/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-21 |
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