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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-02-13 |
| TX | RA | APPROVED_RES | 2014-02-11 |
Branch Locations
9665 Sw Allen Blvd Ste 115, Beaverton, OR 97005-4809 • United States
7450 Sw Beveland St Ste 100, Portland, OR 97223-8678 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beaverton | OR | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Beaverton | OR | 03/2020 | Present |
Real Estate Ownership; Single Family; 15395 SW Mallard#105Beaverton OR, ,; Investment-Related; 08/21/2015 / Single Family; 65 Hemenway Street, , Boston, MA, 2115; Investment-Related; 08/15/2024. Business Ownership; Mallard 105 LLC; ; LLC to hold rental real estate property; 7220 SW Montclair Drive Portland OR 97225, ,; Not Investment-Related; 09/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours / SMA Holdings, LLC; Member and Manager of LLC; real estate and manage practice related expenses for advisory practice; 9665 SW Allen Blvd, , Beaverton, OR, 97005; Investment-Related; 06/20/2011; 1 to 9 hours per month; 1 to 9 during trading hours / Encore Growth Partners; Co-owner; Manage Ameriprise Business; 7450 SW Beveland Road, Suite 100, Portland, OR, 97223; Not Investment-Related; 12/01/2023; 10 to 19 hours per month; 1 to 9 during trading hours. Other Business Activities; cs27; share of summer cabin; lot 27 Tract C Metolis River Summer Home Area, ,; ; 02/07/2007; 1 to 9 hours per month; / Green Rose LLC; Rental Real Estate; 3240 Collins Street, , Honolulu, HI, 96815; Investment-Related; 12/31/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-03-27 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-05 |
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