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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-11 |
| NH | RA | APPROVED | 2019-09-19 |
Branch Locations
2 Commerce Dr Ste 201, Bedford, NH 03110-6803 • United States
Bedford, NH • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial, Llc | Manchester | NH | 04/2006 | 09/2019 |
| Flatiron Financial Group, Llc | Manchester | NH | 11/2009 | 08/2019 |
| Ameriprise Financial Services Inc | Manchester | NH | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Independent Insurance Brokering; Anthem; 01/03/2018; Disability Income / Colonial; 01/02/2018; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-01-19 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-06 |
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