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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2026-03-16
NJ RA APPROVED 2023-01-20
  • TX RA
    APPROVED_RES
    Since 2026-03-16
  • NJ RA
    APPROVED
    Since 2023-01-20

Branch Locations

60 William Street Suite 140, Wellesley, MA 02481-3810 • United States

Jamaica Plain, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Securities, Inc. Brookline MA 09/2009 10/2022
Citizens Bank Brookline MA 09/2009 10/2022
Citizens Securities, Inc Westwood MA 10/2022 01/2023
Citizens Bank, N.A Brookline MA 10/2022 01/2023
Ameriprise Financial Services Wellesley MA 01/2023 01/2023
Ameriprise Financial Services, Llc Wellesley MA 03/2020 03/2020
Ameriprise Financial Services, Llc. Wellesley MA 01/2023 Present
Previous Registrations
  • 2013-04-17 → 2023-01-24
    Brookline, MA
    Boston, MA
    Canton, MA
    Boston, MA
    Canton, MA
    Braintree, MA
    Johnston, RI
Other Businesses

Real Estate Ownership; Condo; 38 Bayberry Drive #4, , Sharon, MA, 2067; Investment-Related; 01/30/2023 / condo; 111 perkins St. #128, , jamaica plain, MA, 2130; Investment-Related; 01/30/2023 / Condo; 369 Tappan street, , brookline, MA, 2446; Not Investment-Related; 01/30/2023. Outside Employment; Winter Durum LLC; Staff employee- associate advisor; -paid through LLC for AMPF work; 60 William Street, suite 140, wellesley, MA, 02481; Investment-Related; 01/20/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Public Notary; public notary services; 60 William Street suite 105, , Wellesley, MA, 02481; Not Investment-Related; 02/10/2023; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-03-19
S63 Uniform Securities Agent State Law Examination 2003-05-14
  • S65 Uniform Investment Adviser Law Examination
    2013-03-19
  • S63 Uniform Securities Agent State Law Examination
    2003-05-14
Other Names
  • Diana G Borskaya
  • Diana G Borskaya
  • Diana G Taksir
  • Diana Taksir

View on SEC IAPD

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