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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2014-01-07 |
| CA | RA | APPROVED | 1997-12-15 |
Branch Locations
1430 Blue Oaks Blvd Ste 290, Roseville,, CA 95747 • United States
Lincoln, CA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Auburn | CA | 10/1990 | 03/2020 |
| Ameriprise Financial Services, Llc | Roseville | CA | 03/2020 | Present |
Independent Insurance Brokering; United Healthcare; 08/15/2012; Health. Outside Employment; Blue Oaks Management, LLC; advisor with Blue Oaks Management, LLC an Ameriprise Financial Franchise; Ameriprise Financial Advisory Firm; 1430 Blue Oaks Blvd, STE 290, Roseville, CA, 95747; Investment-Related; 05/09/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-11-09 |
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