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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-01-12 |
| MN | RA | APPROVED | 2015-07-06 |
Branch Locations
8300 Norman Center Dr Ste 550, Bloomington, MN 55437 • United States
Victoria, MN • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Eden Prairie | MN | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Bloomington | MN | 03/2020 | Present |
Business Ownership; TPWA Operations LLC; I do not have a formal role in the LLC other than a minor owner, but I do provide input into management issues.; Manage Ameriprise Business; 8300 Norman Center Dr Suite 550, , Bloomington, MN, 55437; Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; TPWA Operations LLC; Partial Owner - Occasional input into management issues of the Fathom Advisors team.; Manage advisory business; 8300 Norman Center Dr Suite 550, , Bloomington, MN, 55437; Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-07-17 |
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