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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TN | RA | APPROVED | 2025-02-10 |
| OK | RA | APPROVED | 2020-10-28 |
Branch Locations
581 Merchant Dr, Norman, OK 73069-6575 • United States
270 Glenis Dr Ste B, Murfreesboro, TN 37129-5102 • United States
Goldsby, OK • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Norman | OK | 09/2019 | 03/2020 |
| Mendocino County Employees Retirement Association | Ukiah | CA | 01/2015 | 05/2020 |
| Ameriprise Financial Services, Llc | Norman | OK | 03/2020 | Present |
Business Ownership; Ultimate Consulting, LLC; Owner; Consulting; 3526 S Ladd Ave, , Goldsby, OK, 73093; Not Investment-Related; 01/01/2015; 10 to 19 hours per month; 0 during trading hours. Board of Directors; Tri-City Gun Club Board of Directors; Treasurer; 450 Jerry Black Lane, , Norman, OK, 73072; Not Investment-Related; 09/03/2024; 10 to 19 hours per month; 0 during trading hours. Outside Employment; MEW Practice Management, LLC; Chief Investment Officer and Chief Operating Officer - Strategic leadership of the investment process and practice operations.; ; 581 Merchant Dr, , Norman, OK, 73069; Investment-Related; 09/19/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-23 |
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