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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-30 |
Branch Locations
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035 • United States
Newberg, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Lake Oswego | OR | 05/2019 | Present |
| Coffee Cottage | Newberg | OR | 05/2017 | 01/2020 |
| George Fox University | Newberg | OR | 09/2016 | 04/2017 |
Outside Employment; Wealthbridge Advisors Inc.; Financial Advisor; Manage advisory business; 5000 Meadows Rd Ste 450, , Lake Oswego, OR, 97035; Investment-Related; 05/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-29 |
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