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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-04 |
| CA | RA | APPROVED | 2016-01-26 |
Branch Locations
899 Embarcadero Dr Ste 2, El Dorado Hills, CA 95762-4094 • United States
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747 • United States
Folsom, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 10/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Business Ownership; APK Management, Inc.; Management of the S-Corp; Established for expense management purposes; 1430 Blue Oaks Blvd, Ste 290, , Roseville, CA, 95747; Not Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours / Blue Oaks Management, LLC; Co-management of LLC and running the business; Established for expense management purposes, shared operational infrastructure, and continuity planning among team members; 1430 Blue Oaks Blvd, Ste 290, , Roseville, CA, 95747; Not Investment-Related; 01/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-22 |
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