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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-03-20 |
| CA | RA | APPROVED | 2007-11-14 |
Branch Locations
4275 Executive Square Ste 210, La Jolla, CA 92037-1476 • United States
San Diego, 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 | 12/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | Present |
Business Ownership; SD SOCAL GROUP LLC; I have a LLC with Peter Dold/ business partner to employ staff, manage activities and expenses of the practice.; Entity for partnership/ management of financial practice; 1100 Championship Rd, , Oceanside, CA, 92057; Not Investment-Related; 01/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours / S Corp: SD Shillelagh Group; I have a S-Corporation to manage business income/ expenses paid out from LLC partnership for our practice and my individual payroll; Entity S Corporation; 2253 3rd Ave, , San Diego, CA, 92101; Not Investment-Related; 12/30/2021; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; SD Shillelagh Group; Owner/ President - I have a S-Corp for processing payroll for myself; ; 2253 3rd Ave, , San Diego, CA, 92101; Not Investment-Related; 02/01/2022; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
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