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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-06-24 |
| WA | RA | APPROVED | 2006-11-27 |
Branch Locations
110 James St Ste 100, Edmonds, WA 98020 • United States
19793 Hamilton Court Ne Ste 101, Poulsbo, WA 98370 • United States
152 3Rd Ave S Ste 103A, Edmonds, WA 98020 • United States
Seattle, WA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Edmonds | WA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Edmonds | WA | 03/2020 | Present |
Business Ownership; Cascadia Operation LLC; Operations of business; LLC for the financial planning operations for the team practice.; 152 3rd Ave S #103A, , Edmonds, WA, 98020; Not Investment-Related; 11/15/2020; 20 to 39 hours per month; 1 to 9 during trading hours / Jeffrey M. Mushen, PC; Owner; Manage Ameriprise Business; 110 James Street, Suite 100, , Edmonds, WA, 98020; Investment-Related; 11/21/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; University Sunrise Rotary Foundation; Advisor; PO Box 15131, , Seattle, WA, 98115; Investment-Related; 09/11/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Cascadia Operations LLC; Co-Member - Operations manager of the LLC; ; 152 3rd Ave South #103A, , Edmonds, WA, 98020; Not Investment-Related; 12/15/2020; 20 to 39 hours per month; 20 to 39 during trading hours / Jeffrey M. Mushen, PC; Owner; Managed a advisory business; 110 James Street, Suite 100, , Edmonds, WA, 98022; Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-04 |
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