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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-06-13
  • TX RA
    APPROVED_RES
    Since 2024-06-13

Branch Locations

345 Se 3Rd St, Bend, OR 97702 • United States

Sisters, OR • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services Inc Vancouver WA 02/2018 03/2019
Zachodniopomorska Szkola Biznesu W Szczecinie Szczecin 01/2017 01/2018
Unemployed - Traveling Europe 10/2016 12/2016
Lucky Pie Pizza Denver CO 08/2016 10/2016
Vipkid San Mateo CA 01/2017 01/2018
Edward Jones St.LOuis MO 04/2019 03/2022
Lyft Denver CO 06/2017 07/2017
Ameriprise Financial Services, Llc Bend OR 03/2022 Present
  • 02/2018 → 03/2019
    Ameriprise Financial Services Inc
    Vancouver, WA
  • 01/2017 → 01/2018
    Zachodniopomorska Szkola Biznesu W Szczecinie
    Szczecin
  • 10/2016 → 12/2016
    Unemployed - Traveling
    Europe
  • 08/2016 → 10/2016
    Lucky Pie Pizza
    Denver, CO
  • 01/2017 → 01/2018
    Vipkid
    San Mateo, CA
  • 04/2019 → 03/2022
    St.LOuis, MO
  • 06/2017 → 07/2017
    Lyft
    Denver, CO
  • 03/2022 → Present
    Bend, OR
Previous Registrations
Other Businesses

Real Estate Ownership; Single Family; 2790 NE Broken Bow Dr., , Bend, OR, 97701; Not Investment-Related; 10/01/2024. Business Ownership; TPE Holdings, LLC; Member; Manage Ameriprise Business; 126 Wells Avenue S, , Renton, WA, 98057; Investment-Related; 06/30/2025; 0 hours per month; 0 during trading hours / Cullenaugh Engineering LLC; I am the spouse of the business owner. I will not have an active part in the business.; Consulting; 16788 Pine Tree Ln., , Sisters, OR, 97759; Not Investment-Related; 03/30/2024; 0 hours per month; 0 during trading hours. Outside Employment; Heritage Wealth Advisors LLC; Employee; Manage advisory business; 2630 77th Ave Se, Suite 110 , Mercer Island, WA, 98040; Investment-Related; 10/01/2025; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2018-06-16
  • S66 Uniform Combined State Law Examination
    2018-06-16

View on SEC IAPD

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