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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-08-06 |
| CT | RA | APPROVED | 2004-10-12 |
Branch Locations
100 Queen Street, Southington, CT 06489-2052 • United States
Bristol, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Southington | CT | 08/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Southington | CT | 03/2020 | Present |
Business Ownership; Watermark Management Partners, LLC; direct leadership of the team and related financial responsibilities; LLC; 100 Queen Street, , Southington, CT, 6489; Not Investment-Related; 03/01/2011; 40 to 59 hours per month; 20 to 39 during trading hours. Outside Employment; Watermark Management Partners, LLC; CEO and CFO - the direct leadership of the team and related financial responsibilities; ; 100 Queen Street, , Southington, CT, 06489; Not Investment-Related; 06/01/2019; 60 hours per month; 60 during trading hours / State of CT Notary Public; Notary Public; ; 1038 Matthews St.Bristol, CT 06010, ,; ; ; 1 to 9 hours per month; .
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-11 |
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