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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-12-20 |
| TX | RA | APPROVED | 2020-01-16 |
| WA | RA | APPROVED | 2020-01-16 |
Branch Locations
929 108Th Ave Ne Ste 1200, Bellevue, WA 98004 • United States
3801 Pga Blvd Ste 500, Palm Beach Gardens, FL 33410 • United States
Palm Beach Gardens, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bellevue | WA | 12/2011 | 01/2020 |
| Bank Of America, N.A. | Bellevue | WA | 03/2012 | 01/2020 |
| Ameriprise Financial Services Inc | Bellevue | WA | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Palm Beach Gardens | FL | 03/2020 | Present |
Business Ownership; Baker Bel-Red Property LLC; Generate rental income from property; Real estate investment property holding company; 12111 Bel-Red RD, Unit C-205, Bellevue, WA, 98005; Not Investment-Related; 06/25/2021; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Alton Neighborhood 2 Homeowners Association; NA; 13255 Alton Rd, , Palm Beach Gardens, FL, 33418; Not Investment-Related; 02/12/2025; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-03-19 |
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