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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-12 |
| WA | RA | APPROVED | 2022-04-13 |
| MN | RA | APPROVED | 2013-11-18 |
Branch Locations
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035 • United States
23211 Ne State Route 3 Ste A, Belfair, WA 98528 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 09/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Lake Oswego | OR | 03/2020 | Present |
Business Ownership; Wealthbridge Advisors, Inc.; Co-owner; Manage Ameriprise Business; 5000 Meadows Rd Ste 450, , Lake Oswego, OR, 97035; Investment-Related; 03/01/2026; 0 hours per month; 0 during trading hours. Outside Employment; Wealthbridge Advisors, Inc.; Financial Advisor and Chief Operating Officer; Manage advisory business; 5000 Meadows Rd Ste 450, , Lake Oswego, OR, 97035; Investment-Related; 12/02/2019; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-10-26 |
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