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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2024-07-09 |
Branch Locations
10220 Sw Greenburg Rd Ste 120, Portland, OR 97223 • United States
Portland, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | OR | 06/2017 | 02/2020 |
| Starbucks | Portland | OR | 12/2016 | 06/2017 |
| Portland State University | Portland | OR | 03/2016 | 03/2017 |
| Jerry Jones Landscaping | Portland | OR | 06/2015 | 09/2016 |
| Portland State University | Portland | OR | 09/2016 | 03/2018 |
| Somerset Securities, Inc. | Portland | OR | 02/2020 | 07/2023 |
| Somerset Wealth Strategies | Portland | OR | 02/2020 | 08/2022 |
| Somerset Wealth Management, Llc | Portland | OR | 02/2020 | 07/2023 |
| Ameriprise Financial Services, Llc | Portland | OR | 07/2023 | Present |
Business Ownership; TVZ LLC; Co-owner; Manage Ameriprise Business; 10220 SW Greenburg Rd Bld 2 Ste 120, , Portland, OR, 97223; Investment-Related; 03/24/2017; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; TVZ, LLC.; Registered Staff - Associate Financial Advisor; Manage advisory business; 10220 SW Greenburg Road, Building 2, Suite 120, Portland, OR, 97223; Not Investment-Related; 07/17/2023; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-14 |
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