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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2001-07-13 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
Milton, 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, 5446; Not Investment-Related; 01/01/2008 / Commercial; 905 Roosevelt Hwy, Suite 240, , Colchester, VT, 5446; Not Investment-Related; 01/01/2008 / Commercial; 905 Roosevelt Hwy, Suite 250 A&B, , Colchester, VT, 5446; Not Investment-Related; 01/01/2011. Business Ownership; SJB Holdings; Oversee management real estate holding company; Mortgage Holding Company for property we own.; 905 Roosevelt Hwy, Suite 220, , Colchester, VT, 05446; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 1 to 9 during trading hours / Coop, LLC; COOP, LLC doing business at WELLBRIDGE WEALTH where I am the lead financial advisor.; Financial Planning Company; 905 Roosevelt Hwy, Suite 220, , Colchester, VT, 05446; Not Investment-Related; 01/01/2020; 60 hours per month; 60 during trading hours. Outside Employment; Coop, LLC; Owner - Financial Advisor; ; 905 Roosevelt Hwy, , Colchester, VT, 5446; Not Investment-Related; 02/01/2020; 60 hours per month; 60 during trading hours / SJB Holdings, LLC; Co-owner; Mortgage Holding Company for property owned.; 905 Roosevelt Hwy, Suite 220, Colchester, VT, 05446; Not Investment-Related; 01/01/2008; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-06 |
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