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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2024-08-02 |
| TX | RA | APPROVED | 2014-08-07 |
| CA | RA | APPROVED | 2012-11-01 |
Branch Locations
27250 Via Industria Ste B, Temecula, CA 92590 • United States
Hilton Head Island, SC • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Temecula | CA | 11/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Temecula | CA | 03/2020 | Present |
Outside Employment; Sea Pines Resorts; Caddying once or twice a month at Harbor Town Golf Links.; Caddie at Harbor Town Golf Course. Address is correct--I now live in South Carolina.; 100 N. Sea Pines Drive, , Hilton Head Island, SC, 29928; Not Investment-Related; 02/24/2026; 10 to 19 hours per month; 10 to 19 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-09 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-18 |
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