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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-07 |
| NH | RA | APPROVED | 2022-06-17 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
North Andover, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Londonderry | NH | 03/2010 | 06/2022 |
| Ameriprise Financial Services | Bedford | NH | 06/2022 | 06/2022 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bedford | NH | 06/2022 | Present |
Real Estate Ownership; Single Family; 131 Fruit Hill Ave. Unit 17, , Providence, RI, 02911; Not Investment-Related; 08/22/2022. Business Ownership; RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies, LLC; Co-owner; Tax Preparation; P.O. Box 847, , Merrimack, NH, 03054; Not Investment-Related; 10/16/2025; 0 hours per month; 0 during trading hours. Outside Employment; RPWM LLC; Financial Advisor - Financial Advisor; ; 262 South River Road, , Bedford, NH, 3110; Investment-Related; 06/17/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-04-17 |
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