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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-10 |
| NY | RA | APPROVED | 2022-03-29 |
| TX | RA | APPROVED_RES | 2016-09-27 |
Branch Locations
20 Park Plaza Ste 439, Boston, MA 02116 • United States
Provincetown, MA • United States
35 Cold Spring Rd Ste 412, Rocky Hill, CT 06067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Auburndale | MA | 02/1998 | 03/2020 |
| Ameriprise Financial Services, Llc | Boston | MA | 03/2020 | Present |
Real Estate Ownership; Single Family; 45 W 3rd St, #518, Boston, MA, 02127; Investment-Related; 06/01/2024. Business Ownership; FXA Bayberry 6 LLC; LLC to hold rental property; LLC for rental property; 45 W 3rd St #518, , Boston, MA, 2127; Not Investment-Related; 04/05/2021; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; James Galante; My brother-in-law has elected to designate me as custodian under the MA UTMA for minor beneficiaries named as secondary beneficiaries on his Ameriprise accounts; 11 Dennett RdMarblehead, MA 01945-3712 USA, ,; Investment-Related; 10/24/2016; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-16 |
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