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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2006-07-13 |
Branch Locations
2301 Rosecrans Ave Ste 4195, El Segundo, CA 90245 • United States
21680 Gateway Center Dr Bldg A Ste 310, Diamond Bar, CA 91765-2459 • United States
Los Angeles, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Los Angeles | CA | 04/2006 | 03/2020 |
| Ameriprise Financial Services, Llc | El Segundo | CA | 03/2020 | Present |
Business Ownership; Kan & Associates; To manage a financial advisory practice and business; Financial advisory and wealth management; 2301 Rosecrans Ave., Ste 4195, , El Segundo, CA, 90045; Not Investment-Related; 04/01/2022; 60 hours per month; 60 during trading hours / Atrium Partners; Legal entity set up to manage Ameriprise practice; Legal entity set up to manage Ameriprise practice; 2301 Rosecrans Ave., Ste 4195, , El Segundo, CA, 90245; Not Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours / Sentry Tax Advisory Group; Owner and manage operation; Tax Preparation; 2301 Rosecrans Ave., Ste 4195, , El Segundo, CA, 90245; Not Investment-Related; 09/02/2022; 0 hours per month; 0 during trading hours / Atrium Partners 3 LLC; Co-owner; Manage Ameriprise Business; 2301 Rosecrans Ave, Ste 4195, El Segundo, CA, 90245; Investment-Related; 12/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-12 |
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