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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-07-01 |
Branch Locations
735 Commercial St Ste 5000, Klamath Falls, OR 97601-6243 • United States
8625 Sw Cascade Ave Ste 104, Beaverton, OR 97008 • United States
Sherwood, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beaverton | OR | 07/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Real Estate Ownership; Commercial; 46914 highway 101, , Bandon, OR, 97411; Not Investment-Related; 09/05/2026. Business Ownership; Moto Life inc.; contract negotiations, operating capital, business planning, etc. I will not be public facing. These were duties of the past but I am likely closing the business this year.; Apparel sales; No address at this time, , Sherwood, OR, 97140; Not Investment-Related; 02/15/2021; 10 to 19 hours per month; 0 during trading hours / The Permanence Group LLC; Co-owner; Manage Ameriprise Business; 8625 SW Cascade Ave Suite 104, , Beaverton , OR, 97008; Investment-Related; 12/10/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; The Permanence Group LLC; Employee; Manage advisory business; 8625 SW Cascade Ave Suite 104, , Beaverton , OR, 97008; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-19 |
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