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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
100 Conifer Hill Drive Unit 307, Danvers, MA 01923-1168 • 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 |
|---|---|---|---|---|
| Linsco Private Ledger, Corp. | Salem | MA | 01/2001 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | 01/2026 |
| Ledgewood Financial | Danvers | MA | 07/2018 | 01/2026 |
| Ameriprise Financial Services Llc | Danvers | MA | 01/2026 | Present |
Business Ownership; Ledgewood Financial, Inc.; Owner; Manage Ameriprise Business; 100 Conifer Hill Drive, Suite 307, Danvers, MA, 01923; Investment-Related; 05/09/2018; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Ledgewood Financial, Inc.; Co-owner; Manage advisory business; 100 Conifer Hill Drive, Suite 307, Danvers, MA, 01923; Investment-Related; 01/30/2026; 60 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1998-06-18 |
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