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3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MN | RA | APPROVED | 2026-01-05 |
Branch Locations
Minnetonka, MN • United States
3217 Montrose Blvd Suite 228, #5, Houston, TX 77006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 06/2013 | 12/2017 |
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 02/2020 | 12/2020 |
| Confetti Wealth A Private Practice Of Ameriprise Financial | Edina | MN | 12/2017 | 02/2020 |
| Abundo Wealth | Houston | TX | 12/2020 | Present |
Real Estate Ownership; Multi-Family; Eagan, MN 55122; Not Investment Related; March 2017. Fiduciary Activities; Named or act in a fiduciary capacity; such as attorney-in-fact, trustee, conservator, guardian, executor or personal representative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 2013-07-25 |
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