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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2026-03-16 |
Branch Locations
35 Village Rd Ste 500, Middleton, MA 01949 • United States
Rockport, 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 10/2010 | 10/2016 |
| Oppenheimer & Co. Inc. | Boston | MA | 10/2016 | 03/2026 |
| Ameriprise Financial Services Llc | Boston | MA | 03/2026 | Present |
Real Estate Ownership; Commercial; 2 Doyle Cove Road, , Rockport, MA, 01966; Not Investment-Related; 02/14/2022.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-09 |
| S63 | Uniform Securities Agent State Law Examination | 1998-04-01 |
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