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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-08-30 |
Branch Locations
2464 Sw Glacier Pl, Redmond, OR 97756-7731 • United States
345 Se 3Rd St, Bend, OR 97702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Beaverton | OR | 04/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
Board of Directors; Deschutes Public Library Foundation; Treasurer; PO Box 963, , Bend, OR, 97709; Not Investment-Related; 06/18/2025; 1 to 9 hours per month; 0 during trading hours / Deschutes Public Library Foundation; Board Member; PO Box 963, , Bend, OR, 97709; Not Investment-Related; 02/20/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; employee; Manage advisory business; 2630 77th Ave SE, Suite 110, Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours. Other Business Activities; Redmond Oregon Chamber of Commerce; Group of individuals from Redmond Oregon coming together to help promote business growth and awareness within the community; 446 SW 7th Street, , Redmond, OR, 97756; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-22 |
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