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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2015-04-29 |
| TX | RA | APPROVED | 2014-03-14 |
| IL | RA | APPROVED | 2013-08-12 |
Branch Locations
13400 Sabre Springs Pkwy Ste 270, San Diego, CA 92128-8103 • United States
Chicago, IL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Diego | CA | 08/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | Present |
Real Estate Ownership; Single Family; 700 W Harbor Dr, Unit 106, San Diego, CA, 92101; Not Investment-Related; 07/01/2025. Business Ownership; CodeSwitchers Productions, LLC; I have no roles or responsibilities. Strictly partial ownership in the LLC with no operating or decesion making roles in the company.; Video production company.; 3147 W Douglas Blvd, , Chicago, IL, 60623; Not Investment-Related; 02/01/2023; 0 hours per month; 0 during trading hours. Outside Employment; Lakke Corporation; AFA for Ameriprise AFG practice.; Manage advisory business; 13400 Sabre Springs Parkway, Suite 270, San Diego, CA, 92128; Investment-Related; 03/22/2022; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-30 |
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