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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-09 |
| OK | RA | APPROVED | 1990-01-30 |
Branch Locations
581 Merchant Dr, Norman, OK 73069-6575 • United States
270 Glenis Dr Ste B, Murfreesboro, TN 37129-5102 • United States
Norman, OK • 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. | Norman | OK | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Norman | OK | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 2800 and 2802 Shoreridge Dr., , Norman, OK, 73072; Investment-Related; 11/02/2018 / Commercial; 571 and 581 Merchant Dr., , Norman, OK, 73069; Investment-Related; 09/25/2014. Independent Insurance Brokering; Assurity; 01/08/2021; Disability Income. Business Ownership; Spartan Real Estate Management, LLC; Managing member; Commercial Real Estate; 581 Merchant Dr., , Norman, OK, 73069; Investment-Related; 01/01/1990; 1 to 9 hours per month; 1 to 9 during trading hours / MEW Practice Management, LLC, LLC; Co-owner; LLC to manage my practice expenses; 581 Merchant Dr., , Norman, OK, 73069; Not Investment-Related; 01/01/2011; 10 to 19 hours per month; 10 to 19 during trading hours. Board of Directors; South Canadian Valley Church of Christ; Elder; 2217 24th Ave SW, , Norman, OK, 73072; Investment-Related; 02/01/2010; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; MEW Practice Management, LLC; Owner/CEO - Strategic leadership of the practice; ; 581 Merchant Dr., , Norman, OK, 73069; Investment-Related; 06/15/2007; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-30 |
| S63 | Uniform Securities Agent State Law Examination | 1989-12-28 |
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