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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WA | RA | APPROVED | 2019-06-03 |
Branch Locations
5000 Meadows Rd Ste 450, Lake Oswego, OR 97035 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Olympic Tax & Business Consulting, Llc | Belfair | WA | 12/2014 | 01/2024 |
| Ameriprise Financial Advisors Inc. | Belfair | WA | 12/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Lake Oswego | OR | 03/2020 | Present |
| Sherry Lacey Cpa, Llc | Brinnon | WA | 01/2024 | Present |
Business Ownership; Sherry Lacey CPA, LLC; Owner; Tax Preparation; PO Box 105, , Brinnon, WA, 98320; Not Investment-Related; 02/01/2024; 60 hours per month; 60 during trading hours. Board of Directors; Pleasant Harbor Yacht Club; Treasurer; 308913 US Highway 101, , Brinnon, WA, 98320; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-04 |
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