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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2019-01-15
  • TX RA
    APPROVED
    Since 2019-01-15

Branch Locations

2260 Oakmont Way Ste 5, Eugene, OR 97401-5524 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Inc. Eugene OR 02/2011 03/2020
Ameriprise Financial Services, Llc Eugene OR 03/2020 Present
Other Businesses

Outside Employment; Practice Management Associates LLC; Associate Financial Advisor - AFA; Entity through which I am paid.; 409 E Cook Rd, Ste 300, , Fort Wayne, IN, 46825; Not Investment-Related; 04/06/2022; 40 to 59 hours per month; 40 to 59 during trading hours. Other Business Activities; University Fellowship Church Missions Finance Committee; Participate as voting member of finance committee overseeing missions financing; 1855 Cal Young Rd, , Eugene, OR, 97401; Not Investment-Related; 06/15/2022; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2011-06-01
  • S66 Uniform Combined State Law Examination
    2011-06-01
Designations
Other Names
  • Candi Lynn Carlson

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Eugene, OR

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