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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-31 |
| CA | RA | APPROVED | 2015-10-12 |
Branch Locations
660 Newport Center Dr Ste 800, Newport Beach, CA 92660 • United States
2029 Century Park E Ste 2550, Los Angeles, CA 90067 • United States
Los Angeles, 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. | Long Beach | CA | 04/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Los Angeles | CA | 03/2020 | Present |
Independent Insurance Brokering; Principal Life Insurance Company; 05/01/2019; / Symetra; 03/17/2017; Disability Income / American Fidelity Assurance Company; 06/29/2018; Long Term Care, Whole Life, Universal Life, Disability Income, Term Life. Board of Directors; LeTip International; Tip Master; 6333 Bristol Pkwy, , Culver City, CA, 90230; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-08-12 |
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