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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-09-01 |
Branch Locations
1000 Sw Broadway Ste 2200, Portland, OR 97205-3074 • United States
5200 Meadows Rd Ste 150 Ofc 38, Lake Oswego, OR 97035 • United States
Lake Oswego, 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 |
|---|---|---|---|---|
| U. S. Bancorp Piper Jaffray Inc. | Portland | OR | 02/2001 | 09/2017 |
| Wells Fargo Advisors Llc | Lake Oswego | OR | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Lake Oswego | OR | 11/2016 | 09/2017 |
| Ameriprise Financial Services Inc | Portland | OR | 09/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Portland | OR | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 1986-10-08 |
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