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Derek Greer

Ameriprise Financial Services, LLC

Newport Beach, CA

Laguna Niguel, CA

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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_RES 2026-07-30
CA RA APPROVED 2024-01-12
  • TX RA
    APPROVED_RES
    Since 2026-07-30
  • CA RA
    APPROVED
    Since 2024-01-12

Branch Locations

660 Newport Center Dr Ste 800, Newport Beach, CA 92660 • United States

Laguna Niguel, CA • 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
Edward Jones St. Louis MO 04/2014 01/2024
Ameriprise Financial Services Irvine CA 01/2024 01/2024
Ameriprise Financial Services, Llc Irvine CA 03/2020 03/2020
Ameriprise Financial Services, Llc. Irvine CA 01/2024 Present
Previous Registrations
  • 2014-09-02 → 2024-01-17
    Edward Jones
    Dana Point, CA
    St Louis, MO
    Dana Point, CA
    San Clemente, CA
Other Businesses

Real Estate Ownership; Single Family; 43065 Goldmine Woods Lane, , Big Bear Lake, CA, 92315; Investment-Related; 11/04/2024.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-07-03
  • S66 Uniform Combined State Law Examination
    2014-07-03
Other Names
  • Derek Greer
  • Derek Brandon Greer

View on SEC IAPD

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