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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| KY | RA | APPROVED | 2014-07-17 |
| TX | RA | APPROVED_RES | 2006-09-29 |
| CA | RA | APPROVED | 2001-05-24 |
Branch Locations
27250 Via Industria Ste B, Temecula, CA 92590 • United States
Temecula, CA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Irvine | CA | 05/2001 | 03/2020 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Real Estate Ownership; Commercial; 27250 Via Industria, , Temecula, CA, 92590; Not Investment-Related; 01/01/2022. Business Ownership; Majestic Oak Advisory Group LLC; Owner; Manage Ameriprise Business; 27250 Via Industria, Suite B, Temecula, CA, 92592; Not Investment-Related; 05/19/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Majestic Oak Advisory Group LLC; Owner; Manage advisory business; 27250 Via Industria, Suite B, Temecula, CA, 92590; Investment-Related; 05/19/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-26 |
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