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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-09 |
Branch Locations
25 Recreation Park Drive Suite 210, Hingham, MA 02043 • United States
Cohasset, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ss&C Technologies | Quincy | MA | 03/2016 | 07/2022 |
| Shoreline Private Wealth Management | Hingham | MA | 08/2022 | 08/2022 |
| Ameriprise Financial Services, Llc | Westborough | MA | 08/2022 | Present |
Outside Employment; Boston Ledge LLC; Practice Manager- operations; Manage advisory business; 25 Recreation Park Drive Suite 210, , Hingham, MA, 02043; Investment-Related; 07/28/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-29 |
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