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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-08 |
| TX | RA | APPROVED_RES | 2018-09-21 |
Branch Locations
60 State St, Suite 2100, Boston, MA 02109 • United States
Newton, MA • United States
Newton, MA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boston | MA | 07/2012 | 03/2020 |
| Ameriprise Financial Services, Llc | Boston | MA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 115 Sunset Shores Rd. New Gloucester, Maine 04260-- Vacation Hom, ,; ; 09/01/2005 / Multi-Family; 217 Bellevue St. Newton MA 02458---small one bedroom apartment, ,; Not Investment-Related; 09/01/2005.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-08-05 |
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