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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-10-18 |
| CA | RA | APPROVED | 2007-11-12 |
Branch Locations
3027 Townsgate Rd Ste 200, Westlake Village, CA 91361-5863 • United States
Westlake Village, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Long Beach | CA | 10/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | Westlake Village | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 278 River Road, San Miguel, CA, ,; Not Investment-Related; 10/12/2012 / Single Family; 4240 Lost Hills Road, ,; Not Investment-Related; 12/19/2018 / Single Family; 49780 Mission Drive West, , La Quinta, CA, 92253; Not Investment-Related; 01/01/2022. Business Ownership; SM 18 LLC; Invest. No other role.; Real Estate Investment; 212 South Main Street, Suite 102, , Templeton, CA, 93465; Investment-Related; 10/31/2019; 0 hours per month; 0 during trading hours. Other Business Activities; Book Authorship; Created book with Partner Travis Gabler. Will be for sale on Amazon, Financial.; 1045 Cheshire Hills Court, , Westlake Village, CA, 91361; Not Investment-Related; 03/02/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-11-10 |
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