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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-06-10 |
| VT | RA | APPROVED | 2000-08-04 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
So Burlington, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Colchester | VT | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Colchester | VT | 03/2020 | Present |
Real Estate Ownership; Commercial; 905 Roosevelt Highway, Suite 220, Colchester, VT 05446 Business , ,; Not Investment-Related; 01/01/2008 / Commercial; 905 Roosevelt Hwy, Suite 240 Colchester, VT 05446, ,; Not Investment-Related; 01/01/2008 / Commercial; 905 Roosevelt Hwy, Suite 250 Colchester, VT 05446, ,; Not Investment-Related; 01/01/2008. Business Ownership; Catamount Hospitatlity; passive investor; Restaurants; 160 Bank Street Burlington, VT 05401, ,; Not Investment-Related; 01/01/2014; 1 to 9 hours per month; 0 during trading hours / SJB Holdings; oversee management real estate holding company; Mortgage holding company for property we own; 905 Roosevelt Highway, Suite 220 Colchester, VT 05446, ,; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 1 to 9 during trading hours / R&D Holdings; Financial Advisor; Financial Planning Company; 905 Roosevelt Hwy, , Colchester, VT, 05446; Not Investment-Related; 06/02/2020; 60 hours per month; 60 during trading hours. Outside Employment; R&D Holdings; Owner - Financial Advisor; ; 905 Roosevelt Hwy, Ste220, , Colchester, VT, 5446; Not Investment-Related; 01/01/2021; 60 hours per month; 60 during trading hours / Sport and Fitness Edge; assistant coach for swim team; assistant swim coach on the master's swim team; 142 W Twin Oaks Terr, , South Burlington, VT, 05403; Not Investment-Related; 09/15/2024; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; The Infinite Team; I am the author of this book. The book is about building a a financial advisory team. Financial ? distributed to the public (e.g., sold at bookstores or on-line booksellers); 31 Imperial Drive, , South Burlington, VT, 05403; Not Investment-Related; 05/15/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-26 |
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