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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IA | RA | APPROVED | 2019-06-26 |
| TX | RA | APPROVED_RES | 2016-12-01 |
| CA | RA | APPROVED | 2005-08-01 |
Branch Locations
4695 Macarthur Ct Ste 1100, Newport Beach, CA 92660 • United States
Costa Mesa, CA • 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, Inc. | Newport Beach | CA | 08/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Newport Beach | CA | 03/2020 | Present |
Real Estate Ownership; Commercial; AC Hotel-Irvine, AC Hotel-Tucson, ,; Investment-Related; 06/27/2018 / Single Family; 3116 Promenade, , Costa Mesa, CA, 92626; Not Investment-Related; 04/22/2021 / Single Family; 1127 St. Bernard Way, , LAKE ARROWHEAD, CA, 92352; Not Investment-Related; 08/13/2024. Independent Insurance Brokering; Pacific Life; 10/30/2018; Term Life. Business Ownership; Gold Sentinel, Inc.; Financial Advisor, CEO; Consulting; 4695 Macarthur Ct. Suite 1100, , Newport Beach, CA, 92626; Investment-Related; 08/18/2021; 60 hours per month; 60 during trading hours. Board of Directors; Lifestyles HOA; Board Member; 8 Whatney, , Irvine, CA, 92618; Not Investment-Related; 05/20/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Integrative Financial Management, LLC; Co-owner; Manage advisory business; 4695 Macarthur Court #1100, , Newport Beach, CA, 92660; Investment-Related; 03/09/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-29 |
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