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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-05-06 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
60 William Street Suite 140, Wellesley, MA 02481-3810 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc. | Boston | MA | 02/2010 | 06/2017 |
| Mfs Institutional Advisors, Inc. | Boston | MA | 02/2010 | 06/2017 |
| Great Point Capital, Llc | Chicago | IL | 07/2017 | 01/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2019 | 05/2021 |
| Unemployed | Watertown | MA | 07/2017 | 08/2017 |
| Cintas | Boston | MA | 04/2018 | 07/2019 |
| Global Payments | Watertown | MA | 02/2018 | 02/2018 |
| Bank Of America, N.A. | Boston | MA | 08/2019 | 05/2021 |
| Edward Jones | St. Louis | MO | 05/2021 | 05/2026 |
| Ameriprise Financial Services, Llc | Wellesley | MA | 05/2026 | Present |
Independent Insurance Brokering; Nationwide Life Insurance; 06/09/2026; Long Term Care. Board of Directors; Adolescent Consultation Services Board of Directors; Member-at-large; 189 Cambridge Street, , Cambridge, MA, 02141; Not Investment-Related; 04/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2019-08-23 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-15 |
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