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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-02-13 |
| ME | RA | APPROVED | 2020-02-10 |
| TX | RA | APPROVED | 2013-07-16 |
| NH | RA | APPROVED | 1997-07-08 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Lakewood Ranch, FL • United States
Sunapee, NH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 09/2005 | 03/2020 |
| Ameriprise Financial Service, Llc | Bedford | NH | 11/1989 | Present |
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; P.O. Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / Rise Advisor Real Estate LLC; Co-owner; LLC used for real estate. The office building my practice is located in.; 262 South River Road, Suite 201 Bedford NH 03110, , Bedford, NH, 03110; Investment-Related; 06/25/2015; 1 to 9 hours per month; 1 to 9 during trading hours / RPWM Partners LLC; co-owner; LLC to pay office related expenses ie rent, utilities, supplies; 262 S River Rd Suite 201 Bedford NH 03110, , Bedford, NH, 03110; Not Investment-Related; 03/05/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Families in Transition; vice president; 122 Market Street, , Manchester, NH, 03101; Not Investment-Related; 06/22/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners, LLC; Co-owner; Manage advisory business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1989-11-10 |
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