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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NV | RA | APPROVED | 2023-11-16 |
| TX | RA | APPROVED_RES | 2006-10-09 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
530 W Bonita Ave, San Dimas, CA 91773 • United States
2 Venture Suite 160, Irvine, CA 92618-7363 • United States
5256 S Mission Rd Ste 301, Bonsall, CA 92003 • United States
12842 Valley View St Ste 104, Garden Grove, CA 92845 • United States
221 E Walnut St Ste 270, Pasadena, CA 91101 • United States
41690 Ivy Street D6, Murrieta, CA 92562 • United States
43460 Ridge Park Dr Ste 200, Temecula, CA 92590 • United States
26060 Acero Ste 109, Mission Viejo, CA 92691 • United States
4 Venture Ste 300, Irvine, CA 92618 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | San Dimas | CA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | San Dimas | CA | 03/2020 | Present |
Real Estate Ownership; Commercial; 530 W BONITA AVE, , SAN DIMAS, CA, 91773; Investment-Related; 08/13/2015. Business Ownership; CONFLUENCE MANAGEMENT GROUP LLC; Owner; Manage Ameriprise Business; 530 W BONITA AVVE, , SAN DIMAS, CA, 91773; Not Investment-Related; 02/28/2024; 1 to 9 hours per month; 0 during trading hours / CONFLUENCE PROPERTY MANAGEMENT GROUP LLC; Owner; THIS LLC WAS FORMED TO HOLD TITLE OF THE COMMERCIAL BUILDING PURCHASED TO HOUSE AMERIPRISE PRACTICE AT 530 W BONITA AVE, SAN DIMAS, CA 91773. BUILDING EXPENSES INCLUDING MAINTANENCE, MORTGAGE AND INCOME INCLUDING LEASE PAYMENTS FROM TENANT ARE MANAGED THROUGH THE LLC; 530 W BONITA AVE, , SAN DIMAS, CA, 91773; Investment-Related; 02/28/2024; 1 to 9 hours per month; 0 during trading hours. Board of Directors; Holy Name of Mary Parish Finance Committee; Secretary; 724 E Bonita Ave, , San DImas, CA, 91773; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; City of La Verne; Youth Basketball Coach; 3660 D StreetLa Verne, CA 91750, ,; Not Investment-Related; 01/16/2019; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1986-05-12 |
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