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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2024-02-06 |
| TX | RA | APPROVED | 2015-05-15 |
Branch Locations
3550 Liberty Rd S Ste 210, Salem, OR 97302 • United States
Salem, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Keizer | OR | 05/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Salem | OR | 03/2020 | Present |
Real Estate Ownership; Commercial; 235 Front Street Salem OR 97301, , Salem, OR, 97301; Not Investment-Related; 03/01/2018. Business Ownership; JPD Consulting; Wealth consulting activities; Consulting wing of Doneth Wealth Management (set up for tax purposes); 3550 Liberty Rd S. Suite 210, , Salem, OR, 97302; Not Investment-Related; 01/01/2013; 0 hours per month; 0 during trading hours / Doneth Wealth Management; Wealth management activities; Wealth Management Firm; 3550 Liberty Rd S. Suite 210, , Salem, OR, 97302; Investment-Related; 01/01/2013; 20 to 39 hours per month; 20 to 39 during trading hours / Dongal LLC; Co-owner; Manage Ameriprise Business; 3550 Liberty Rd S. Suite 210, , Salem, OR, 97302; Investment-Related; 01/18/2024; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; West Salem Little League; Player agent; PO Box 5445, , Salem, OR, 97304; Not Investment-Related; 02/11/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-09 |
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