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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-01-10 |
| TX | RA | APPROVED | 2020-01-10 |
Branch Locations
23 Main St, Salem, NH 03079 • United States
Salem, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Travis Terry & Co, Pc | Salem | NH | 10/2000 | Present |
| H.D. Vest Investment Services | Salem | NH | 03/2002 | 01/2020 |
| H.D. Vest Advisory Services | Salem | NH | 02/2003 | 01/2020 |
| Hd Vest Insurance Agency | Salem | NH | 12/2011 | 01/2020 |
| Travis Terry & Company Cpa | Salem | NH | 10/2000 | Present |
| Ameriprise Financial Services Inc | Salem | NH | 01/2020 | 03/2020 |
| Ameriprise Financial Services, Llc | Salem | NH | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 29 Main Street, , Salem, NH, 3079; Not Investment-Related; 06/30/2020. Business Ownership; BHT Realty Group LLC; member of LLC; rental real estate; 25 Main Street, , Salem, NH, 03079; Not Investment-Related; 05/13/2010; 1 to 9 hours per month; 0 during trading hours / Tom Terry Rental and Leasing LLC; member; rental real estate; 25 Main Street, , Salem, NH, 03079; Not Investment-Related; 05/01/2010; 1 to 9 hours per month; 0 during trading hours / 30 Main Street LLC; member; rental property; 25 Main Street, , Salem, NH, 03079; Not Investment-Related; 04/15/2019; 1 to 9 hours per month; 0 during trading hours / Travis Terry& Company PC CPAS; to run the business; Tax Preparation; 25 Main Street, , Salem, NH, 03079; Not Investment-Related; 10/16/2000; 20 to 39 hours per month; 20 to 39 during trading hours. Board of Directors; Bank of New England; Board member; 31 Pelham Road, , Salem, NH, 3079; Not Investment-Related; 03/01/2021; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Travis Terry & Company CPA's; President - to run the business; ; 25 Main Street, , Salem, NH, 3079; Not Investment-Related; 10/15/2000; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-20 |
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