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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-01-04 |
| HI | RA | APPROVED | 2017-11-22 |
Branch Locations
700 Bishop St Ste 1703, Honolulu, HI 96813 • United States
Honolulu, HI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lrc, Inc. | Honolulu | HI | 03/2008 | 11/2017 |
| Sagepoint Financial | Honolulu | HI | 07/2013 | 11/2017 |
| Ameriprise Financial Advisors Inc. | Honolulu | HI | 11/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Honolulu | HI | 03/2020 | Present |
Board of Directors; Financial Planning Association of Hawaii; Treasurer & Continuing Education Advisory Committee Member; 516 Kawaihae Street #E, , Honolulu, HI, 96825; Not Investment-Related; 06/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours / Pacific Club Board of Governors; Board of Governor; 1451 Queen Emma Street, , Honolulu, HI, 96813; Not Investment-Related; 01/30/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-28 |
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