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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-02-08 |
| CT | RA | APPROVED | 1997-01-14 |
Branch Locations
8 Lowell Rd, West Hartford, CT 06119 • United States
99 E River Dr 8Th Floor, East Hartford, CT 06108 • United States
West Hartford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | East Hartford | CT | 10/1996 | 03/2020 |
| Ameriprise Financial Services, Llc | West Hartford | CT | 03/2020 | Present |
Independent Insurance Brokering; Mutual Of Omaha; 09/14/2015; Long Term Care. Business Ownership; SSW Real Estate LLC; Owner; Real Estate; 99 Woodrow St, , West Hartford, CT, 06107; Investment-Related; 10/23/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Common Sense Holdings LLC; Co-owner; Manage Ameriprise Business; 8 Lowell Rd, , West Hartford, CT, 06119; Investment-Related; 05/28/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Fiduciary Activities; Executor. Outside Employment; Common Sense Holding LLC; Private Wealth Advisor - Private Wealth Advisor and CEO; Manage advisory business; 8 Lowell Rd, , West Hartford, CT, 06119; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1996-12-09 |
| S65 | Uniform Investment Adviser Law Examination | 1996-12-09 |
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