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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-04-22 |
Branch Locations
735 Commercial St Ste 5000, Klamath Falls, OR 97601-6243 • United States
Klamath Falls, OR • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 01/2018 | 04/2022 |
| Columbia Forest Products | Klamath Falls | OR | 10/2010 | 10/2017 |
| Ameriprise Financial Services, Llc | Klamath Falls | OR | 04/2022 | Present |
Board of Directors; Klamath-Lake County Food Bank; President; 3231 Maywood Dr, , Klamath Falls, OR, 97603; Not Investment-Related; 01/23/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; The Permanence Group LLC; Employee; Manage advisory business; 735 Commercial St, Suite 5000, Klamath Falls, OR, 97601; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-16 |
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