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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-07-10 |
| CA | RA | APPROVED | 2004-05-25 |
Branch Locations
4275 Executive Square Ste 210, La Jolla, CA 92037-1476 • United States
Oceanside, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | Present |
Business Ownership; CANY GIANT; Practice expense management; Management Company for my practice at Ameriprise; 1100 Championship Rd, , Oceanside, CA, 92057; Not Investment-Related; 03/15/2015; 1 to 9 hours per month; 1 to 9 during trading hours / SD SOCAL GROUP (LLC); President, Treasurer, Secretary; Management of Planning Practice; 1100 Championship Rd, , Oceanside, CA, 92057; Not Investment-Related; 11/01/2021; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; CANY GIANT; Owner; Manage advisory business; 1100 Championship rd, , Oceanside, CA, 92057; Investment-Related; 05/13/2025; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-04-26 |
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