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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2006-10-03 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
1333 N California Blvd Ste 630, Walnut Creek, CA 94596 • United States
Walnut Creek, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Walnut Creek | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Walnut Creek | CA | 03/2020 | Present |
Business Ownership; Members Expense Sharing Arrangement; ; MESA is a legal entity for business infrastructure (office space, staff, copies, etc) only. Not advertised to clients or prospects. The other 6 members are all Ameriprise P2 advisors, and I assume most of them are Ameriprise clients, too.; Suite 630, 1333 No. Cal. BlvdWalnut Creek, Ca 94596, ,; Not Investment-Related; 01/01/2015; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-02-28 |
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