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Carson Robert Curtis

Ameriprise Financial Services, LLC

Walnut Creek, CA

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-21
  • TX RA
    APPROVED_RES
    Since 2025-01-21

Branch Locations

1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Foresters Financial Services Walnut Creek CA 08/2016 05/2017
Ameriprise Financial Services, Inc. San Francisco CA 05/2017 03/2020
Ameriprise Financial Service, Llc Walnut Creek CA 03/2020 Present
  • 08/2016 → 05/2017
    Foresters Financial Services
    Walnut Creek, CA
  • 05/2017 → 03/2020
    Ameriprise Financial Services, Inc.
    San Francisco, CA
  • 03/2020 → Present
    Ameriprise Financial Service, Llc
    Walnut Creek, CA
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-05-06
S63 Uniform Securities Agent State Law Examination 2016-09-26
  • S66 Uniform Combined State Law Examination
    2022-05-06
  • S63 Uniform Securities Agent State Law Examination
    2016-09-26
Other Names
  • Carson Curtis
  • Carson Robert Curtis

View on SEC IAPD

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Other Offices

USCF ADVISERS · WALNUT CREEK, CA
BURTON ENRIGHT WELCH · WALNUT CREEK, CA
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC · WALNUT CREEK, CA
WELLS FARGO ADVISORS FINANCIAL NETWORK, LLC · WALNUT CREEK, CA
SAVANT WEALTH MANAGEMENT · Walnut Creek, CA
ONE CAPITAL MANAGEMENT, LLC · Walnut Creek, CA
ROCKEFELLER FINANCIAL LLC · Walnut Creek, CA
OSAIC WEALTH, INC. · WALNUT CREEK, CA

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