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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-01 |
| VA | RA | APPROVED | 2021-04-20 |
| FL | RA | APPROVED | 2021-04-19 |
| CA | RA | APPROVED | 2015-01-07 |
Branch Locations
24025 Park Sorrento Ste 320, Calabasas, CA 91302 • United States
Burbank, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Calabasas | CA | 01/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 222 N Rose St # 308Burbank CA 91505, ,; Investment-Related; 02/01/2013. Business Ownership; TRLT Venture LLC; Co-owner; Manage Ameriprise Business; 8008 N High St, , Columbus, OH, 43235; Investment-Related; 11/07/2024; 60 hours per month; 40 to 59 during trading hours. Outside Employment; TRLT Ventures LLC; Co-owner; Manage advisory business; 8008 N High St, , Columbus, OH, 43235; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-03 |
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