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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-23 |
| VT | RA | APPROVED | 2022-09-27 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
Essex Junction, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| People'S United Bank | Burlington | VT | 11/2009 | 04/2022 |
| Ameriprise Financial Services, Llc | Colchester | VT | 09/2022 | Present |
| Unemployed | Essex Junction | VT | 04/2022 | 09/2022 |
Outside Employment; R&D Holdings LLC; Associate Financial Advisor - Provide client service and administrative support for the Ameriprise Financial practice.; ; 905 Roosevelt Highway Suite 220, , Colchester, VT, 5446; Not Investment-Related; 09/12/2022; 60 hours per month; 60 during trading hours / Color Street LLC; Stylist - Sell nail polish strips and/or additional beauty products offered through Color Street.; ; 922 Riverview Drive, , Totowa, NJ, 7512; Not Investment-Related; 02/01/2021; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-31 |
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