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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2005-09-08 |
Branch Locations
901 3Rd Ave S, Minneapolis, MN 55402-3367 • United States
Gresham, OR • 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, Llc | Vancouver | WA | 04/2005 | Present |
Name of Activity: Trustee; Date Activity Started/Modified/Ended: 1/1/2020; Address: 7271 SE Ruth Lane, Gresham, OR 97080; Type of Activity: Other; Describe if any other Activity: Trustee of an Irrevocable Trust; Role/Relationship: Trustee/Fiduciary; Describe if any other Roles/Responsibility:;Responsibilities: Act as a trustee on an irrevocable trust that has securities investments; Total Hours Per Month: 0 to 20; Total Hours Per Month During Trading Hours: 0 to 20; Does this activity include providing investment advice, conducting securities trading or managing the assets of others?:Yes - The trust is an Ameriprise client, and the minor beneficiaries are also Ameriprise clients.;-- END ---
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-06 |
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