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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2011-09-27 |
Branch Locations
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Roschke & Wall, Cpa | Calabasas | CA | 01/1991 | 12/2023 |
| Ameriprise Financial Services, Inc. | Woodland Hills | CA | 06/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Agoura Hills | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 199 Dream Mountain Drive, , June Lake, CA, 93529; Not Investment-Related; 12/27/2023. Fiduciary Activities; Trustee. Outside Employment; SingerLewak LLP; Partner in a large CPA firm; Tax Preparation; 21650 Oxnard St., Ste 2350, , Woodland Hills, CA, 91367; Not Investment-Related; 11/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-26 |
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