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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-12-03 |
| CA | RA | APPROVED | 2001-03-08 |
Branch Locations
2 Venture Suite 160, Irvine, CA 92618-7363 • United States
Irvine, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Newport Beach | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Service, Llc | Irvine | CA | 10/2001 | Present |
Independent Insurance Brokering; Choice Adminstrators; 10/27/2021; / CoPower; 02/22/2022; / Genworth Life Insurance; 07/01/2006; Disability Income / Lincoln Life; 09/05/2010; / Metropolitan Life Insurance; 05/25/2001; / Principal Life; 10/16/2020; / Prudential; 05/29/2025; Fixed Annuity, Whole Life. Business Ownership; Your Financial Fearless Partners LLC a.k.a. YFFP LLC.; Owner; Consulting; 11 Calais, , Irvine, CA, 92602; Not Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours / GMAT PACWEST LLC; OWNER, MANAGE THE INVESTMENT PROPERTY; REAL ESTATE HOLDING COMPANY which holds one rental properties. 16100 SE 16th Street, Vancouver, WA 98683; 22028 NE 172ND STREET, , BRUSH PRAIRIE, WA, 98606; Investment-Related; 11/15/2022; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; SCCCA; Board Director Nominee; 9 Truman, , Irvine, CA, 92620; Not Investment-Related; 01/01/2027; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-03-01 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-22 |
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