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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2011-08-11 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Andover, 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. | Portsmouth | NH | 04/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours / RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 S River Rd, , Bedford, NH, 03110; Investment-Related; 12/05/2018; 60 hours per month; 60 during trading hours. Board of Directors; Andover Junior Football League; Treasurer; 9 Bartlet St, #5, , Andover, MA, 1810; Not Investment-Related; 01/24/2023; 1 to 9 hours per month; 0 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; 12/05/2018; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-15 |
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