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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NM | RA | APPROVED | 2022-02-25 |
| TX | RA | APPROVED_RES | 2022-02-25 |
Branch Locations
Albuquerque, NM • United States
8500 Menaul Blvd Ne Ste A-317, Albuquerque, NM 87112 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of The West | Rio Rancho | NM | 12/2010 | 02/2022 |
| Bancwest Investment Services | Albuquerque | NM | 07/2014 | 02/2022 |
| Ameriprise Financial Services, Llc | Albuquerque | NM | 02/2022 | Present |
Business Ownership; Three Six Five Strategies; Owner; Manage Ameriprise Business; 8500 Menaul Blvd NE , Ste A 317, Albuquerque, NM, 87112; Investment-Related; 05/30/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Adelante; Board Member; 3900 Osuna Rd NE , , Albuquerque, NM, 87109; Not Investment-Related; 04/25/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Three Six Five Strategies LLC; Owner; Manage advisory business; 8500 Menaul Blvd NE , Ste A 317, Albuquerque, NM, 87112; Investment-Related; 09/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-05 |
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