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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-01-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Parsons Financial Associates, Inc | Concord | NH | 03/2014 | 12/2024 |
| Invest Financial Corp | Tampa | FL | 03/2014 | 02/2018 |
| Lpl Financial Llc | Concord | NH | 02/2018 | 04/2021 |
| Cambridge Investment Research, Inc. | Fairfield | IA | 04/2021 | 12/2024 |
| Cambridge Investment Research Advisors, Inc. | Fairfield | IA | 04/2021 | 12/2024 |
| Ameriprise Financial Services, Llc | Bedford | NH | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-26 |
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