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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-01-03 |
| NH | RA | APPROVED | 2019-09-27 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Merrimack, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Msi Financial Services, Inc | Manchester | NH | 07/2016 | 03/2017 |
| Massachusetts Mutual Life Insurance Company | Manchester | NH | 07/2016 | 09/2019 |
| Mml Investors Services, Llc | Manchester | NH | 03/2017 | 09/2019 |
| Ameriprise Financial Services Inc | Bedford | NH | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Independent Insurance Brokering; Mass Mutual; 06/22/2012; Whole Life. Business Ownership; ASK Partners, LLC; Sole member of entity to administer payroll and benefits for staff.; Entity created to pay and provide medical benefits for office staff only.; 1 Mountain View Dr, , Merrimack, NH, 3054; Not Investment-Related; 10/01/2019; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Rotary Club of Merrimack Board of Directors; Secretary; 4 Church Street, , Merrimack, NH, 03054; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 0 during trading hours / John O'Leary Adult Community Center (JOACC); Chairman; 4 Church St, , Merrimcack, NH, 03054; Not Investment-Related; 01/12/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-01-15 |
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