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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-02-12 |
| ME | RA | APPROVED | 2024-01-05 |
| TX | RA | APPROVED | 2024-01-05 |
Branch Locations
692 Roosevelt Trail, Naples, ME 04055-5336 • United States
Windsor, ME • United States
27 Bowdoin St, Manchester, ME 04351 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Lincolnville | ME | 01/2013 | 10/2018 |
| Edward Jones | St Louis | MO | 10/2018 | 01/2024 |
| Ameriprise Financial Services | Manchester | ME | 01/2024 | 01/2024 |
| Ameriprise Financial Services, Llc | Manchester | ME | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Manchester | ME | 01/2024 | Present |
Business Ownership; Late Apex Holdings, LLC; Owner; Manage Ameriprise Business; 58 Greeley Rd, , Windsor, ME, 04363; Investment-Related; 02/18/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Fourteen Forty Financial LLC; I am a financial advisor who is a 1099 contract employee of an Ameriprise franchise.; I am an Ameriprise AFA, a 1099 contract employee of Fourteen Forty Financial LLC, which is a franchise of Ameriprise Financial LLC.; 16 Friendship Dr, , Manchester, ME, 04351; Investment-Related; 01/05/2024; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-13 |
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