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Kaitlyn Tonai

Ameriprise Financial Services, LLC

Portland, OR

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
WA RA APPROVED 2024-07-02
  • WA RA
    APPROVED
    Since 2024-07-02

Branch Locations

1300 Se Stark St Room 212, Portland, OR 97214-2472 • 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
Ameriprise Financial Services, Llc Portland OR 05/2021 Present
George Fox University Newberg OR 08/2018 05/2022
Punahou School Honolulu HI 08/2012 06/2018
Roger Dunn Golf Shops Honolulu HI 05/2018 08/2020
Olomana Golf Course Waimanalo HI 06/2017 05/2018
  • 05/2021 → Present
    Ameriprise Financial Services, Llc
    Portland, OR
  • 08/2018 → 05/2022
    George Fox University
    Newberg, OR
  • 08/2012 → 06/2018
    Punahou School
    Honolulu, HI
  • 05/2018 → 08/2020
    Roger Dunn Golf Shops
    Honolulu, HI
  • 06/2017 → 05/2018
    Olomana Golf Course
    Waimanalo, HI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-05-12
  • S66 Uniform Combined State Law Examination
    2023-05-12
Other Names
  • Kaitlyn Tonai
  • Kaitlyn Lani Tonai

View on SEC IAPD

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