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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2025-08-18 |
| TX | RA | APPROVED_RES | 2025-08-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Seattle | WA | 10/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Seattle | WA | 03/2020 | 08/2025 |
| Wells Fargo Clearing Services, Llc | Seattle | WA | 08/2025 | Present |
Single Family; Investment-Related; Seattle, WA; 100% Ownership; Start date 02/04/2020; 2 hours per month; 2 hours during trading | Board of Directors; Congregation Ezra Bessaroth; Board member; 5412 Wilson Ave S, , Seattle, WA, 98118; Not Investment-Related; 01/01/2019; 1 to 9 hours per month; 10 to 19 during trading hours | WSJHS board; Board member; 9311 SE 36th St,, , Mercer Island , WA, 98040; Not Investment-Related; 11/15/2023; 1 to 9 hours per month; 1 to 9 during trading hours. BEACH COVE CONDOMINIUMS HOA ; NOT INV RELATED; SEATTLE,WA; SUPPORTING THE CONDO BUILDING; PRESIDENT; START DATE: 07/01/2025; 2 HRS PER MONTH; 2 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-11 |
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