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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2015-10-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schram & Associates | Covington | WA | 08/1991 | Present |
| Ameriprise Financial Services, Inc. | Renton | WA | 05/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Renton | WA | 03/2020 | Present |
Real Estate Ownership; Single Family; 12118 125th St Ct EPuyallup, WA 98374, ,; Investment-Related; 03/31/2019 / Single Family; 34616 9th Ct SW, , Federal Way, WA, 98023; Investment-Related; 03/31/2019 / Single Family; 57 Steeplechase Drive, , La Plata, MD, 20646; Investment-Related; 03/31/2019. Business Ownership; Schram & Associates; President, CEO and CFO; Tax Preparation; 15215 SE 272nd Street, Suite 204, , Kent, WA, 98042; Not Investment-Related; 08/01/1988; 60 hours per month; 60 during trading hours. Other Business Activities; Brass Monkey II LLC; Self Directed IRA invested in LLC to fund loans for real estate development; 15215 SE 272nd St SE Suite 204Covington, WA 98042, ,; ; 04/01/2016; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 2014-03-11 |
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