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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-04-01 |
| TX | RA | APPROVED_RES | 2022-07-28 |
Branch Locations
1414 Main St Ste 1800, Springfield, MA 01144-7067 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Springfield | MA | 04/2006 | 04/2018 |
| Ameriprise Financial Services Inc | Springfield | MA | 04/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Springfield | MA | 03/2020 | Present |
Business Ownership; Vally View Farm; Co-owner; Homestead farm with an "honor system" farm stand; 1417 Maple Ridge Road, , NEWARK, VT, 05871-0000; Not Investment-Related; 03/02/2026; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1997-12-30 |
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