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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-01 |
| CA | RA | APPROVED | 2015-06-01 |
Branch Locations
11835 W Olympic Blvd Ste 735 East, Los Angeles, CA 90064 • United States
21680 Gateway Center Dr Bldg A Ste 310, Diamond Bar, CA 91765-2459 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Diamond Bar | CA | 06/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 03/2020 | Present |
Business Ownership; Atrium Partners 2; Partner and managing the financial planning practice; Financial Planning and wealth management; 2301 Rosecrans Ave., Suite 4195, , El Segundo, CA, 90245; Investment-Related; 10/31/2022; 60 hours per month; 60 during trading hours / Atrium Partners 3, LLC; Co-owner; Financial Planning and Wealth Management; 2301 Rosecrans Ave, Suite 4195, EL SEGUNDO, CA, 90245; Not Investment-Related; 10/31/2023; 60 hours per month; 60 during trading hours / Che Clarkson Road LLC; Principal; Purpose of entity is to run and maintain operations associated with financial advisory practice. Also may be used as holding company for potential real estate ventures.; 2301 Rosecrans Ave, Suite 4195, El Segundo, CA, 90245; Not Investment-Related; 10/20/2016; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-10-21 |
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