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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-26 |
| CA | RA | APPROVED | 2022-09-23 |
Branch Locations
2535 Camino Del Rio South Suite 115, San Diego, CA 92108-3754 • United States
San Diego, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Us Air Force Rotc Detachment 075 | San Diego | CA | 12/1986 | 10/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 07/2016 | 11/2016 |
| First Command Financial Planning, Inc. | Fort Worth | TX | 12/2016 | 09/2022 |
| First Command Advisory Services, Inc. | Fort Worth | TX | 12/2016 | 09/2022 |
| First Command Insurance Services, Inc. | Fort Worth | TX | 12/2016 | 09/2022 |
| Ameriprise Financial Services | San Diego | CA | 09/2022 | 09/2022 |
| Ameriprise Financial Services, Llc | San Diego | CA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | San Diego | CA | 09/2022 | Present |
Real Estate Ownership; Condominium; 702 Ash Street, Unit 605, , San Diego, CA, 92101; Not Investment-Related; 07/01/2021. Independent Insurance Brokering; Globe Life; 08/17/2016; / Liberty National; 08/17/2016; / Midland National; 08/17/2016; / Security Benefit; 08/17/2016; / American General Life Insurance (AIG); 12/13/2017; Whole Life, Term Life, Universal Life. Board of Directors; Military Officers Association of America, Miramar Chapter; Treasurer; PO Box 45216, , San Diego, CA, 92145-0216; Not Investment-Related; 01/24/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-17 |
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