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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-17 |
| WA | RA | APPROVED | 2004-07-09 |
Branch Locations
126 Wells Ave S, Renton, WA 98057 • United States
15215 Se 272Nd St Ste 204, Kent, WA 98042-9918 • United States
Lakewood, WA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Renton | WA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Renton | WA | 03/2020 | Present |
Business Ownership; TPE Holdings, LLC; Member; Manage Ameriprise Business; 126 Wells Ave. S., , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours. Board of Directors; Harrison Preparatory School Parent Teacher Organization; Treasurer; 9103 Lakewood Dr. SW., , Lakewood, WA, 98499; Investment-Related; 10/09/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave SE, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-09 |
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