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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-02-16 |
| VT | RA | APPROVED | 2008-10-24 |
| NJ | RA | APPROVED | 2004-08-30 |
Branch Locations
114 Main St 2Nd Fl, Brattleboro, VT 05301 • United States
48 Federal St, Greenfield, MA 01301-2536 • United States
Newfane, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Parsippany | NJ | 05/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Greenfield | MA | 03/2020 | Present |
Business Ownership; TSDK LLC; Co-owner; Manage Ameriprise Business; 114 Main Street, 2nd Floor, Brattleboro, VT, 05301; Investment-Related; 06/01/2024; 60 hours per month; 60 during trading hours. Board of Directors; First Congregational Church of Newfane; treasurer; 11 Church StNewfane VT 05345, ,; ; ; 1 to 9 hours per month; / Grace Cottage Foundation; Board Member; 185 Grafton Rd, , Townshend, VT, 05353; Not Investment-Related; 08/01/2021; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Hilltop montessori school- Investment committee; Sit on a panel and work with the school's investment manager to help manage the endowment funds; 99 Stafford Hill Rd, , Brattleboro, VT, 5301; Investment-Related; 05/12/2017; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-08-27 |
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