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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-01-23 |
Branch Locations
525 3Rd St Suite 200, Lake Oswego, OR 97034-3082 • United States
West Linn, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 04/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; KPCW LLC; Co-owner; Manage Ameriprise Business; 525 3rd St Suite 200, , Lake Oswego, OR, 97034; Investment-Related; 10/30/2024; 60 hours per month; 40 to 59 during trading hours. Board of Directors; Sunset Primary Parent Teacher Student Organization; Co-Secretary; 2351 Oxford ST, , West Linn, OR, 97068; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; KPCW LLC; Co-owner; Manage advisory business; 525 3rd St Suite 200, , Lake Oswego, OR, 97034; Investment-Related; 01/22/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-19 |
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