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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-12-01 |
| ID | RA | APPROVED | 1996-02-07 |
Branch Locations
412 E Parkcenter Blvd Suite 209, Boise, ID 83706 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boise | ID | 07/2006 | 03/2020 |
| Ameriprise Financial Service, Llc | Boise | ID | 12/1995 | Present |
Business Ownership; Lancer Erwin Support Services; ; Management; 412 E Parkcenter Blvd Ste 209 Boise, ID 83706, ,; ; 09/01/2005; 20 to 39 hours per month; / Erwin Properties LLC; Co-owner; Real Estate; 2340 Forge Ct, , Boise, ID, 83301; Not Investment-Related; 11/03/2023; 0 hours per month; 0 during trading hours. Board of Directors; Somerset Heights Homeowner?s Association; Member of Board; 300 E Mallard Dr. , Ste 120, Boise, ID, 83706; Not Investment-Related; 10/29/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Lancer Erwin Support Services; President - Overall management; Manage advisory business; 412 E Parkcenter Blvd, Ste 209, , Boise, ID, 83706; Investment-Related; 09/01/2005; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-01-06 |
| S65 | Uniform Investment Adviser Law Examination | 1996-01-06 |
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