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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-18 |
| RI | RA | APPROVED | 2000-01-13 |
Branch Locations
51 Jefferson Blvd Ste 2, Warwick, RI 02888 • United States
1515 S Federal Hwy Ste 152, Boca Raton, FL 33432 • United States
North Kingstown, RI • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Warwick | RI | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Cumberland | RI | 03/2020 | Present |
Outside Employment; Lifebridge Ince; client service specialist - Business paperwork, financial plans, and client account maintenance and requests.; Financial Advisory; 1875 NW Corporate Boulevard, Suite 210, Boca Raton, FL, 33431; Investment-Related; 04/01/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-11-12 |
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
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