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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-02 |
Branch Locations
2225 Pacific Blvd Se Ste 203, Albany, OR 97321 • United States
777 Ne 2Nd Street Suite G, Corvallis, OR 97330 • United States
1845 Sw Highway 101 Ste 2, Lincoln City, OR 97367 • United States
Philomath, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Corvallis | OR | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Corvallis | OR | 03/2020 | Present |
Business Ownership; Equinox Investment Advisors LLC; Co-owner; Manage Ameriprise Business; 777 NE 2nd ST Suite G, , Corvallis, OR, 97330; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours / CROSSROADS STRATEGIES INC; Owner; Manage Ameriprise Business; 777 NE 2nd ST Suite G, , Corvallis, OR, 97330; Investment-Related; 12/03/2025; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Heartland Humane Society; Board of Director; 398 SW Twin Oaks Circle, , Corvallis, OR, 97330; Investment-Related; 09/01/2022; 1 to 9 hours per month; 0 during trading hours / Boy Scouts Troop 161; Treasurer; 421 S 19th St, , Philomath, OR, 97370; Not Investment-Related; 03/01/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Equinox Investment Advisors LLC; Co-owner; Manage advisory business; 777 NE 2nd ST Suite G, , Corvallis, OR, 97330; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours / CROSSROADS STRATEGIES INC; Owner; Manage advisory business; 724 N 11th St, , Philomath, OR, 97370; Investment-Related; 11/01/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Corvallis Business Network; Single category business networking group. Referral based. Local community business members.; 804A NW Buchanan Ave, , Corvallis, OR, 97330; Not Investment-Related; 11/01/2021; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-08 |
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