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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-16 |
| RI | RA | APPROVED | 2018-03-05 |
| TX | RA | APPROVED_RES | 2018-02-24 |
Branch Locations
1 Citizens Plz Ste 610, Providence, RI 02903-1344 • United States
12800 University Dr Ste 105, Fort Myers, FL 33907 • United States
Swansea, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co | Providence | RI | 02/2009 | 02/2018 |
| Ameriprise Financial Services Inc | Providence | RI | 02/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Providence | RI | 03/2020 | Present |
Real Estate Ownership; Commercial; 1398 park ave, , cranston, RI, 02920; Investment-Related; 12/20/2022. Independent Insurance Brokering; united health care; 01/01/2016; Group / colonial life; 08/21/2020; / HSRI; 02/15/2024; Health / blueCross; 02/15/2024; Health. Business Ownership; jelp realty llc; financial; real estate; 1398 park ave, , cranston, RI, 2920; Investment-Related; 12/29/2022; 0 hours per month; 0 during trading hours / Jelp holding corp DBA Delta auto body, Sales and Rentals; Owner; Auto repair ,used car sales, car rental.; 30 acorn st., , Providence, RI, 2903; Not Investment-Related; 01/18/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-07-10 |
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