Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-27
WA RA APPROVED 1995-07-31
  • TX RA
    APPROVED
    Since 2023-07-27
  • WA RA
    APPROVED
    Since 1995-07-31

Branch Locations

19793 Hamilton Court Ne Ste 101, Poulsbo, WA 98370 • United States

Poulsbo, WA • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Poulsbo WA 09/2005 03/2020
Ameriprise Financial Services, Llc Poulsbo WA 03/2020 Present
Other Businesses

Business Ownership; Greene Cape Rental LLC; Manger of property; LLC Holding; 19793 Hamilton CT NE STE 101, , Poulsbo, WA, 98370; Investment-Related; 11/16/2021; 1 to 9 hours per month; 0 during trading hours / Cascadia Operations, LLC; Co-owner; LLC for the financial planning operations of our team practice.; 152 3rd Ave S.#103A, , Edmonds, WA, 98020; Not Investment-Related; 01/01/2024; 20 to 39 hours per month; 1 to 9 during trading hours / Greene Office Rental, LLC; Owner; Business entity to hold my real office property investments.; 19793 HAMILTON CT NE, STE 101, POULSBO, WA, 98370; Investment-Related; 11/16/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Greene Rentals LLC; Owner; Business entity to hold my real property investments.; 19793 Hamilton CT NE STE 101, , Poulsbo, WA, 98370; Investment-Related; 01/01/2009; 1 to 9 hours per month; 1 to 9 during trading hours / Brant O. Greene, PC; Owner; Manage Ameriprise Business; 19793 HAMILTON CT NE, STE 101, Poulsbo, WA, 98370; Not Investment-Related; 11/13/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Waterman & Katz Condo Association; President; 181 Quincy Street, , Port Townsend, WA, 98368; Investment-Related; 08/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Brant O. Greene, PC; Owner; Manage advisory business; 19793 HAMILTON CT NE, STE 101, Poulsbo, WA, 98370; Investment-Related; 11/13/2023; 40 to 59 hours per month; 40 to 59 during trading hours.

Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1994-07-01
S65 Uniform Investment Adviser Law Examination 1994-07-01
  • S63 Uniform Securities Agent State Law Examination
    1994-07-01
  • S65 Uniform Investment Adviser Law Examination
    1994-07-01
Other Names
  • Brant Greene

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Poulsbo, WA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor