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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2003-09-19 |
Branch Locations
1781 Highland Ave Ste 207, Cheshire, CT 06410 • United States
37 Broadway, North Haven, CT 06473 • United States
Milford, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | North Haven | CT | 07/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Cheshire | CT | 03/2020 | Present |
Outside Employment; Paul Bortnick Sole Proprietorship; Owner; Tax Preparation; 62 Coolridge Road, , MILFORD, CT, 06460; Not Investment-Related; 02/23/2024; 10 to 19 hours per month; 1 to 9 during trading hours / Centurion Holdings LLC; I am a financial advisor.; Manage advisory business; 1781 Highland Ave, , Cheshire, CT, 06410; Investment-Related; 01/01/2025; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-09-18 |
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