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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VI | RA | APPROVED | 2018-03-07 |
| TX | RA | APPROVED_RES | 2006-10-09 |
| CA | RA | APPROVED | 2006-07-28 |
Branch Locations
24025 Park Sorrento Ste 440, Calabasas, CA 91302-4018 • United States
136 W Canon Perdido St Ste 230, Santa Barbara, CA 93101 • United States
333 City Blvd W 3Rd Fl, Orange, CA 92868 • 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 | 07/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 4201 Las Virgenes Rd. Unit 109 Calabasas, CA 91302, ,; Not Investment-Related; 03/01/2014 / Multi-Family; 145 Canyon Blvd, , Mammoth Lakes, CA, 93546; Investment-Related; 03/24/2021. Independent Insurance Brokering; Blue Cross; 01/20/2004; / Aetna; 01/20/2004; . Business Ownership; R&J Pacific Management LLC; Co-owner; Manage Ameriprise Business; 24025 Park Sorrento, Suite 440, Calabasas, CA, 91302; Not Investment-Related; 10/10/2023; 0 hours per month; 0 during trading hours. Outside Employment; Tax Prep Services; Owner; Tax Preparation; 23300 Ventura Blvd, Suite A, Woodland HIlls, CA, 91364; Not Investment-Related; 02/03/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-19 |
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