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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-04-18 |
| CA | RA | APPROVED | 2019-05-13 |
Branch Locations
3390 University Ave Ste 260, Riverside, CA 92501 • United States
3401 Centre Lake Drive Suite 670, Ontario, CA 91761-1207 • United States
Redlands, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esri | Redlands | CA | 05/2015 | 11/2018 |
| Ameriprise Financial Services, Inc | Riverside | CA | 01/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Riverside | CA | 03/2020 | Present |
Board of Directors; Sam and Alfreda Maloof Foundation Arts and Crafts Board; Unknown.; 5131 Carnelian St, , Alta Loma, CA, 91701; Investment-Related; 09/09/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Mission Partnership Group LLC; Associate financial advisor.; Mission Partnership Group LLC is an Ameriprise advisor owned business.; 3390 University Avenue, Suite 260, Riverside, CA, 92501; Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-13 |
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