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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-02 |
| CA | RA | APPROVED | 2012-03-23 |
Branch Locations
3825 Hopyard Rd Ste 124, Pleasanton, CA 94588-8529 • United States
Walnut Creek, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Turlock | CA | 03/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Pleasanton | CA | 03/2020 | Present |
Business Ownership; KJG Holdings LLC; Owner; Manage Ameriprise Business; 3825 Hopyard Rd, Suite 124, Pleasanton , CA, 94588; Investment-Related; 06/19/2026; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; KJG Holdings LLC; Owner; Manage advisory business; 3825 Hopyard Rd., Suite 124, Pleasanton, CA, 94588; Investment-Related; 06/19/2026; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-08 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-17 |
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