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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-02-13 |
| CA | RA | APPROVED | 2000-05-03 |
Branch Locations
4455 Morena Blvd Ste 215 & Ste 216, San Diego, CA 92117 • United States
San Diego, 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 Diego | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 7370 Calle Cristobal #119 San Diego, CA 92126, ,; ; 11/01/2003 / Commercial; 4455 Morena Blvd. #215 San Diego, CA 92117, ,; ; 02/01/2006 / Commercial; 4455 Morena Blvd. #216, San Diego, CA 92117, ,; Not Investment-Related; 05/23/2014 / Single Family; 2324 Caminito Mira, San Diego, CA 92107, ,; Investment-Related; 01/02/2016. Business Ownership; KJ & Associates; ; Office condo ownership; 4455 Morena Blvd., #215 San Diego, CA 92117, ,; ; 02/01/2006; 40 to 59 hours per month; / KJA1 Holdings, Inc; Owner & manager of company; Business created to hold existing ownership of office building to avoid liability.; 4455 Morena Blvd. #215 San Diego, CA 92117, ,; Investment-Related; 12/03/2018; 1 to 9 hours per month; 0 during trading hours. Board of Directors; PLHS Golf Boosters; Secretary; 2335 Chatsworth Blvd., , San Diego, CA, 92106; Not Investment-Related; 06/30/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-24 |
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