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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PR | RA | APPROVED | 2017-08-11 |
| TX | RA | APPROVED | 2016-06-02 |
| CA | RA | APPROVED | 2015-08-21 |
Branch Locations
29899 Agoura Rd Ste 112, Agoura Hills, CA 91301 • United States
319 E Carrillo St Ste 107, Santa Barbara, CA 93101 • United States
Thousand Oaks, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Woodland Hills | CA | 08/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Agoura Hills | CA | 03/2020 | Present |
Business Ownership; CrimsonCardinal, LLC; Oversee the operations of the company and service clients.; This is an operating company formed to manage our practice.; 29899 Agoura Road , Suite 112, Agoura Hills, CA, 91301; Not Investment-Related; 01/01/2022; 20 to 39 hours per month; 10 to 19 during trading hours. Outside Employment; CrimsonCardinal LLC; Financial Advisor - Rendering professional financial advisory services to clients of the practice.; Managing expenses and payroll for the Ameriprise practice.; 29899 Agoura Road, Suite 112, Agoura Hills, CA, 91301; Not Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-14 |
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