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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-02-10 |
| WA | RA | APPROVED | 2021-02-16 |
Branch Locations
4910 Nw Camas Meadows Dr Ste 200, Camas, WA 98607 • United States
Vancouver, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Camas | WA | 09/2019 | 03/2020 |
| Truluma | Seattle | WA | 02/2017 | 07/2019 |
| Duncan & Haley, Ltd. | Seattle | WA | 06/2011 | 01/2017 |
| Ameriprise Financial Services, Llc | Camas | WA | 03/2020 | Present |
Real Estate Ownership; Single Family; 2122 NE 169th Ave, , Vancouver, WA, 98684; Investment-Related; 06/01/2023. Board of Directors; Andrews Court Homeowners Assocation; President; 8617 Martin Way East, c/o VIS Group Inc, Lacey, WA, 98516; Investment-Related; 01/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CANI LLC; Employee; Financial Advisor; Manage advisory business; 4910 NW Camas Meadows Dr, Suite 200, Camas, WA, 98607; Investment-Related; 04/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-02 |
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