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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2011-06-30 |
| IL | RA | APPROVED | 2011-04-19 |
Branch Locations
839 N Perryville Rd Ste 103, Rockford, IL 61107 • United States
Rockford, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rockford | IL | 08/2010 | 03/2020 |
| Ameriprise Financial Services, Llc | Rockford | IL | 03/2020 | Present |
Business Ownership; CWAG, LLC; Owner; Manage Ameriprise Business; 7617 Mineral Point Rd suite 200, , Madison, WI, 53717; Not Investment-Related; 03/24/2022; 60 hours per month; 60 during trading hours / Valenza & Family LLC; Owner; Manage Ameriprise Business; 45 Glen Abbey Dr, , Rockford, IL, 61107; Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; CWAG, LLC; Owner; Manage advisory business; 7617 Mineral Point Road Suite 200, , Madison, WI, 53717; Not Investment-Related; 03/24/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-05 |
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