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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-01-22 |
| TX | RA | APPROVED_RES | 2020-12-17 |
Branch Locations
2225 Pacific Blvd Se Ste 203, Albany, OR 97321 • United States
1845 Sw Highway 101 Ste 2, Lincoln City, OR 97367 • United States
777 Ne 2Nd Street Suite G, Corvallis, OR 97330 • United States
Corvallis, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Corvallis | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Corvallis | OR | 03/2020 | Present |
Real Estate Ownership; Single Family; 358 NE Rennie Pl, , Corvallis, OR, 97330; Investment-Related; 08/01/2011 / Single Family; 1950 Main St SE, , Albany, OR, 97321; Investment-Related; 05/13/2022 / Lot/Land; Map Tax Lot # 11512C002192, Suite G, Corvallis, OR, 97330; Not Investment-Related; 02/05/2026. Business Ownership; Equinox Investment Advisors; Owner; Manage Ameriprise Business; 777 NE 2nd St, Suite G, Corvallis, OR, 97330; Investment-Related; 11/01/2025; 20 to 39 hours per month; 1 to 9 during trading hours / Dixon Creek Enterprises; Owner; Manage Ameriprise Business; 777 NE 2nd St, Suite G, Corvallis, OR, 97330; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Equinox Investment Advisors LLC.; Owner; Manage advisory business; 777 NE 2nd St, , Corvallis, OR, 97330; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours / Dixon Creek Enterprises; Owner; Manage advisory business; 777 NE 2nd St, Suite G, Corvallis, OR, 97330; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-21 |
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