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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-25 |
| CA | RA | APPROVED | 2005-01-01 |
Branch Locations
29826 Haun Rd Ste 206, Menifee, CA 92586 • United States
Murrieta, CA • 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 |
|---|---|---|---|---|
| Downey Savings & Loan | Fullerton | CA | 06/2002 | Present |
| Ameriprise Financial Services, Inc. | Menifee | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Menifee | CA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-12-15 |
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