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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-27 |
| WA | RA | APPROVED | 1995-07-31 |
Branch Locations
19793 Hamilton Court Ne Ste 101, Poulsbo, WA 98370 • United States
Poulsbo, WA • 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. | Poulsbo | WA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Poulsbo | WA | 03/2020 | Present |
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.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-07-01 |
| S65 | Uniform Investment Adviser Law Examination | 1994-07-01 |
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