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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2015-03-03
CO RA APPROVED 2012-02-20
  • TX RA
    APPROVED
    Since 2015-03-03
  • CO RA
    APPROVED
    Since 2012-02-20

Branch Locations

1738 Pearl St Suite 300, Boulder, CO 80302-5525 • United States

Superior, CO • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Boulder CO 02/2012 03/2020
Ameriprise Financial Services, Llc Boulder CO 03/2020 Present
Other Businesses

Business Ownership; S.E. Water Tower Operational Support, LLC; Owner; AMPF Franchise beginning 3/20/2024; 1738 Pearl Street, Suite 300, Boulder, CO, 80302; Investment-Related; 03/20/2024; 60 hours per month; 60 during trading hours. Board of Directors; The Family Learning Center; Board Member; 3164 34th Street, , Boulder, CO, 80301; Not Investment-Related; 01/12/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2012-02-18
S63 Uniform Securities Agent State Law Examination 2007-08-27
  • S66 Uniform Combined State Law Examination
    2012-02-18
  • S63 Uniform Securities Agent State Law Examination
    2007-08-27
Designations
Other Names
  • Zoe Emma Koplar

View on SEC IAPD

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