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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
755 Baywood Dr Ste 200, Petaluma, CA 94954 • United States
Santa Rosa, 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. | San Rafael | CA | 02/1996 | 03/2020 |
| Ameriprise Financial Services, Llc | Petaluma | CA | 03/2020 | Present |
Independent Insurance Brokering; Continental Casualty Company; 08/24/1999; / Genworth Life & Annuity Ins Co; 11/01/2007; / Pacificare; 11/22/2002; / United HealthCare; 05/03/2006; Health.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-06-06 |
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