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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2007-11-09 |
| CA | RA | APPROVED | 1999-12-02 |
Branch Locations
24025 Park Sorrento Ste 440, Calabasas, CA 91302-4018 • United States
Westlake Vlg, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Calabasas | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Calabasas | CA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 4523 Carpinteria Ave, Unit A, Carpinteria, CA, 93013; Not Investment-Related; 01/17/2024. Board of Directors; Calvary Community Church; Board Member; 5495 Via RocasWestlake Village, CA 91362, ,; ; 01/01/2012; 1 to 9 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-28 |
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