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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-08-26 |
| MN | RA | APPROVED | 2023-07-28 |
| CA | RA | APPROVED | 2023-07-26 |
Branch Locations
41973 6Th St Ste C, Temecula, CA 92590 • United States
1 Tara Blvd Ste 200, Nashua, NH 03110 • United States
St Paul, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Riversource Distributors Inc | Minneapolis | MN | 05/2015 | 11/2022 |
| Ameriprise Financial Services, Llc | Temecula | CA | 11/2022 | Present |
Business Ownership; NAP Partners, LLC.; Co-owner; Manage Ameriprise Business; 7535 Chevy Chase Drive, , Houston, TX, 77063; Investment-Related; 12/14/2023; 1 to 9 hours per month; 0 during trading hours. Outside Employment; NAP Partners, LLC; Co-owner; Manage advisory business; 7535 Chevy Chase Drive, , Houston, TX, 77063; Investment-Related; 12/14/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-07-24 |
| S66 | Uniform Combined State Law Examination | 2007-07-16 |
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