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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2012-07-06 |
| NH | RA | APPROVED | 2003-07-31 |
Branch Locations
3 Executive Park Dr Ste 268, Bedford, NH 03110-7066 • United States
155 Fleet St Ste 212, Portsmouth, NH 03801 • 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 |
Business Ownership; Lobstah West LLC; Co-owner; Real Estate; 3009 Madison Ave, J203, Boulder, CO, 80303; Investment-Related; 06/10/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Compass Holding Group LLC; Manager; Entity set up to protect Financial Planning Practice; 3 Executive Park Dr., Suite 268, Bedford, NH, 03110; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Mary & John Elliot Charitable Foundation; Board Member; 360 Route 101, Pinetree Place Unit 8, Bedford, NH, 03110; Not Investment-Related; 09/23/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Cumberland Club Board; Board Member; 116 High St, , Portland, ME, 04101; Not Investment-Related; 06/30/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-07-30 |
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