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Whitney Lane Norie Shimatsu

Ameriprise Financial Services, LLC

Columbia, TN

Columbia, TN

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APPROVED 2024-11-12
  • TN RA
    APPROVED
    Since 2024-11-12

Branch Locations

1167 Trotwood Ave, Columbia, TN 38401-3033 • United States

Columbia, TN • 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
Cambridge Investment Research, Inc. Fairfield IA 07/2014 12/2022
Cmr Financial Advisors, Inc. Honolulu HI 04/2016 09/2022
Lpl Financial Llc Columbia TN 12/2022 11/2024
Ameriprise Financial Services, Llc Columbia TN 11/2024 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2014-11-06
  • S66 Uniform Combined State Law Examination
    2014-11-06
Other Names
  • Whitney Shimatsu
  • Lane Norie
  • Whitney Lane,Norie Shimatsu
  • Whitney Lane, Norie Shimatsu

View on SEC IAPD

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Other Offices

ROBERT W. BAIRD & CO. INCORPORATED · Columbia, TN
EDWARD JONES · COLUMBIA, TN
AMERIPRISE FINANCIAL SERVICES, LLC · Columbia, TN
PRIVATE ADVISOR GROUP, LLC · Columbia, TN
LPL FINANCIAL LLC · COLUMBIA, TN
EDWARD JONES · COLUMBIA, TN
STATE FARM INVESTMENT MANAGEMENT CORP. · Columbia, TN
LPL FINANCIAL LLC · COLUMBIA, TN

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