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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-06-04 |
Branch Locations
55 Ferncroft Rd Ste 201, Danvers, MA 01923-4001 • United States
Amesbury, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Wellesley | MA | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Woburn | MA | 03/2020 | Present |
Real Estate Ownership; Single Family; 3 Myrtle St, unit 1, , Winchester, MA, 01890; Investment-Related; 08/01/2021. Business Ownership; Keysight Tax Services, LLC.; Owner; Tax Preparation; P.O. Box 2409, , Woburn, MA, 01888; Not Investment-Related; 05/23/2023; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Hope Christian Church; Treasurer; 58 Mt. Vernon St., , Winchester, MA, 1890; Not Investment-Related; 11/30/2022; 1 to 9 hours per month; 0 during trading hours / Tailored for Success - Board of Directors; Board Member; 6 Pleasant Street, Suite 315, Malden, MA, 02148; Not Investment-Related; 04/12/2026; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities; Trustee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-15 |
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