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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2019-05-01 |
| NH | RA | APPROVED | 2003-11-21 |
Branch Locations
264 S River Rd Ste 440, Bedford, NH 03110-6939 • United States
3 Executive Park Dr Ste 268, Bedford, NH 03110-7066 • United States
Manchester, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 09/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Outside Employment; Compass Holding Group, LLC; I act in a paraplanner and associate financial advisor role for Meconi Financial Management & Advisory.; Manage advisory business; 3 Executive Park Dr, Suite 268, Bedford, NH, 03110; Investment-Related; 12/01/2023; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-17 |
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