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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-09-19 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
1130 Iron Point Rd Ste 150, Folsom, CA 95630-8310 • United States
El Dorado Hls, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Folsom | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Folsom | CA | 03/2020 | Present |
Independent Insurance Brokering; Western Health Advantage; 11/01/2023; Health. Business Ownership; R3; CEO; Practice support; 1130 Iron Point Road, Suite 150A, ,; Not Investment-Related; 08/27/2018; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-06-03 |
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