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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-24 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
164 Main St Ste 206, Los Altos, CA 94022 • United States
Los Altos, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Los Altos | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Los Altos | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 1543 Sorento Circle, FL, ,; ; 03/01/2013. Independent Insurance Brokering; Anthem Blue Cross; 04/13/2007; / AXA; 11/01/2013; / Blue Shield; 05/01/2009; / Metlife; 04/01/2012; / Prudential; 11/01/2014; . Board of Directors; Los Altos Rotary Aids Project; Treasurer; P.O. Box 794, Los Altos, CA 94023, ,; ; 01/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours / San Jose Christian Alliance Church; Treasurer; 2360 McLaughlin Ave., , San Jose, CA, 95122; Investment-Related; 12/01/2008; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-05-06 |
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