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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-01-01 |
| TX | RA | APPROVED_RES | 2022-03-07 |
Branch Locations
1000 Sw Broadway Ste 2200, Portland, OR 97205-3074 • United States
Portland, OR • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets Corporation | Portland | OR | 03/2008 | 03/2022 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2022 | Present |
Board of Directors; Oregon Jewish Community Foundation; Board Member; 1618 SW First Ave , Suite 350, , Portland, OR, 97201; Investment-Related; 07/01/2021; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-10-15 |
| S63 | Uniform Securities Agent State Law Examination | 1980-03-22 |
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