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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-24 |
| CT | RA | APPROVED | 2020-03-13 |
Branch Locations
2221 Washington St Ste 202, Newton, MA 02462 • United States
Billerica, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 05/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 11/2016 | 03/2020 |
| Ameriprise Financial Services Llc | Boston | MA | 03/2020 | Present |
Board of Directors; FEI Boston Leaders; Co-Chair, Partner Committee; 15 Main St. (no real address, mailing only), Suite 105, Watertown, MA, 02472; Not Investment-Related; 07/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Salvation Army of MA, Greater Boston; Greater Boston Advisory Board Member: Vice Chair; 650 Dudley Street, , Boston, MA, 2125; Not Investment-Related; 09/01/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Other Business Activities; Financial Executives International; It is a non-profit organization for Chief Financial Officers. I am a member and am on committees.; 15 Main St., Suite 105, Watertown, MA, 02472; Not Investment-Related; 06/01/1999; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-12-29 |
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