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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2008-06-10 |
| CA | RA | APPROVED | 2001-02-05 |
Branch Locations
250 N Westlake Blvd Ste 200, Westlake Village, CA 91362 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Oxnard | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Westlake Village | CA | 03/2020 | Present |
Independent Insurance Brokering; Anthem Blue Cross; 01/24/2007; / Employees Life Company; 01/14/2010; / Midland National Life Insurance Copmany; 10/31/2014; . Business Ownership; EPIC Operations LLC; Owner; Manage Ameriprise Business; 250 N Westlake Blvd, Suite 200, Westlake Village, CA, 91362; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-08-02 |
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