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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-11-30 |
| WA | RA | APPROVED | 2002-02-26 |
Branch Locations
5 Centerpointe Dr Ste 250, Lake Oswego, OR 97035-8652 • United States
15609 Se Mill Plain Blvd Ste 100, Vancouver, WA 98684 • United States
Happy Valley, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | West Linn | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; FWMG, LLC; Co-owner; Manage Ameriprise Business; 8781 W Ardene Street, Suite 101, Boise, ID, 83709; Investment-Related; 01/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Portland Metro Arts; General member; 9003 SE StarkPortland, OR 97216, ,; ; 08/15/2013; 1 to 9 hours per month; 0 during trading hours. Outside Employment; FWMG, LLC; Co-owner and Financial Advisor; Managed Practice Operations; 3295 W Elder St, Suite 205, Boise, ID, 83705; Not Investment-Related; 09/26/2018; 60 hours per month; 60 during trading hours. Other Business Activities; Homes for Our Troops; I am providing pro bono financial planning to a military family through Homes for Our Troops, a FPA-sponsored pro bono financial planning program. This activity involves no use of Ameriprise-branded materials and no sale of Ameriprise products.; 6 Main StTaunton, MA 02780, ,; ; 10/14/2016; 1 to 9 hours per month; 1 to 9 during trading hours / New Year in the Park; I would be chair of the planning committee for "New Year in the Park" which is a community driven event that celebrates Cambodian, Lao, Thai, and Myanmar new year traditions and culture.; Event will be held at Glenhaven Park located at the corner of NE, ,; ; 07/10/2017; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-05-19 |
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