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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-01-30
  • TX RA
    APPROVED_RES
    Since 2025-01-30

Branch Locations

5000 Meadows Rd Ste 450, Lake Oswego, OR 97035 • United States

Newberg, OR • 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 Lake Oswego OR 05/2019 Present
Coffee Cottage Newberg OR 05/2017 01/2020
George Fox University Newberg OR 09/2016 04/2017
  • 05/2019 → Present
    Lake Oswego, OR
  • 05/2017 → 01/2020
    Coffee Cottage
    Newberg, OR
  • 09/2016 → 04/2017
    George Fox University
    Newberg, OR
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-04-29
  • S66 Uniform Combined State Law Examination
    2021-04-29

View on SEC IAPD

Other Firms

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More in Lake Oswego, OR

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