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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-31 |
Branch Locations
525 3Rd St Suite 200, Lake Oswego, OR 97034-3082 • United States
Damascus, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 04/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Business Ownership; KPCW LLC; Co-owner; Manage Ameriprise Business; 4949 S Macadam Ave #68, , Portland, OR, 97239; Investment-Related; 10/30/2024; 60 hours per month; 20 to 39 during trading hours. Outside Employment; KPCW LLC; Co-owner; Manage advisory business; 4949 S Macadam Ave Suite 68, , Portland, OR, 97239; Investment-Related; 01/22/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-14 |
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