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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-09-16 |
| KY | RA | APPROVED | 2014-06-26 |
| CA | RA | APPROVED | 2006-01-24 |
Branch Locations
6001 Claymont Village Dr Ste 12, Crestwood, KY 40014 • United States
27250 Via Industria Ste B, Temecula, CA 92590 • United States
Lagrange, KY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | La Grange | KY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Crestwood | KY | 03/2020 | Present |
Business Ownership; Altruistic Group LLC; Leasing agent; Property Management; 6001 Claymont Village Dr. #12, Crestwood, KY 40014, ,; Not Investment-Related; 04/08/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; YMCA; Member; 20 Quality Place, Buckner, KY 40010, ,; Not Investment-Related; 09/13/2018; 10 to 19 hours per month; 1 to 9 during trading hours / South Oldham Rotary; Foundation Chairperson; 7105 Floydsburg Road, , Crestwood, KY, 40014; Not Investment-Related; 09/14/2018; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Majestic Oak Advisory Group, LLC; Operations Officer; Manage advisory business; 27250 Via Industria, Suite B, Temecula, CA, 92590; Investment-Related; 06/29/2026; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Canstruction Oldham County; Canned food building competition.; 112 S 1st Street, LaGrange, KY 40031, ,; Not Investment-Related; 09/28/2018; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-01-23 |
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