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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2025-09-02
  • TX RA
    APPROVED_RES
    Since 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

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
Ameriprise Financial Services, Inc. Corvallis OR 10/2014 03/2020
Ameriprise Financial Services, Llc Corvallis OR 03/2020 Present
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2015-06-08
  • S66 Uniform Combined State Law Examination
    2015-06-08

View on SEC IAPD

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