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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-03-27 |
| CT | RA | APPROVED | 2026-03-26 |
| NY | RA | APPROVED | 2026-03-26 |
| ME | RA | APPROVED | 2021-12-14 |
| TX | RA | APPROVED | 2020-03-12 |
| NH | RA | APPROVED | 2000-03-13 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Real Estate Ownership; Commercial; 262 South River Road, Bedford, NH 03110 : Office Building, ,; Investment-Related; 07/01/2016. Business Ownership; Rise Advisors Real Estate LLC; ; Holding Company for Real Estate (Office Building); 262 South River Road Bedford, NH 03110, ,; Investment-Related; 06/25/2015; 20 to 39 hours per month; 10 to 19 during trading hours / RPWM Partners LLC; Owner; Financial planning and Wealth Management (entity for paying bills); 262 South River Road, Suite 201, Bedford, NH 03110, ,; Not Investment-Related; 07/01/2010; 20 to 39 hours per month; 20 to 39 during trading hours / Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours. Board of Directors; Mental Health Center of Greater Manchester; Board Member : Chair of the Finance Committee : Treasured; 401 Cypress Street, , Manchester, NH, 03103; Investment-Related; 11/28/2017; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners, LLC; Co-owner; Manage advisory business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Not Investment-Related; 01/01/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-03-08 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-04 |
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