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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-24 |
| MI | RA | APPROVED | 2015-07-20 |
Branch Locations
7700 Byron Center Ave Sw, Byron Center, MI 49315 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hudsonville | MI | 07/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Byron Center | MI | 03/2020 | Present |
Independent Insurance Brokering; Nationwide; 07/17/2015; Universal Life. Business Ownership; KB Trevino Holdings LLC; Owner; Manage Ameriprise Business; 2544 Cedar West Dr, , Jenison, MI, 49428; Investment-Related; 11/20/2023; 40 to 59 hours per month; 40 to 59 during trading hours / Three Days Foundation; I will be help finding opportunities to help those that are in need due to financial, emotional or physical distress thru donations. I will help finance it with my wife thru our personal finances.; Its a private family foundation which will be a non profit; 2544 Cedar West Dr, , Jenison, MI, 49428; Not Investment-Related; 02/03/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Three Days Foundation; Vice President; 2544 Cedar West Dr, , Jenison, MI, 49428; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-19 |
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