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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2015-10-27 |
Branch Locations
437 Naubuc Ave Suite 105, Glastonbury, CT 06033 • United States
Glastonbury, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hartford | CT | 03/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Hartford | CT | 03/2020 | Present |
Outside Employment; McMahon Wealth Management; manage day to day practice management activities; Manage advisory business; 437 Naubuc Ave, Suite 105, Glastonbury, CT, 06033; Investment-Related; 09/17/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-18 |
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