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Corey Patrick Burgess

Ameriprise Financial Services, LLC

Nashua, NH

Driftwood, TX

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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2022-04-19
TX RA APPROVED 2022-03-17
  • NH RA
    APPROVED
    Since 2022-04-19
  • TX RA
    APPROVED
    Since 2022-03-17

Branch Locations

80 Main St, Nashua, NH 03060-2724 • United States

Driftwood, TX • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Fidelity Investments Merrimack NH 11/2006 04/2020
Ameriprise Financial Services, Llc Nashua NH 09/2021 Present
Unemployed Driftwood TX 04/2020 10/2020
New American Funding Driftwood TX 10/2020 09/2021
Palm Lending, Llc Austin TX 09/2021 Present
  • 11/2006 → 04/2020
    Fidelity Investments
    Merrimack, NH
  • 09/2021 → Present
    Ameriprise Financial Services, Llc
    Nashua, NH
  • 04/2020 → 10/2020
    Unemployed
    Driftwood, TX
  • 10/2020 → 09/2021
    New American Funding
    Driftwood, TX
  • 09/2021 → Present
    Palm Lending, Llc
    Austin, TX
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-12-21
S63 Uniform Securities Agent State Law Examination 2007-03-22
  • S66 Uniform Combined State Law Examination
    2021-12-21
  • S63 Uniform Securities Agent State Law Examination
    2007-03-22
Other Names
  • Corey P Burgess

View on SEC IAPD

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INDEPENDENT ADVISOR ALLIANCE, LLC
EDWARD JONES
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC
CITIZENS SECURITIES, INC.

Other Investors

MARK PAIGE PERKINS
Ian Garry Clarke-Pounder
FREDERICK ACKLEY BOUCHER
Jakob Roy Zylak
MELANIE LYNN LAVIGNE
MICHAEL GEORGE CERATO
JAMES DONALD ABAGIS
Louis Manuel Santos

Other Offices

INDEPENDENCE FINANCIAL ADVISORS, LLC · Nashua, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · NASHUA, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
WORLD INVESTMENT ADVISORS, LLC · Nashua, NH
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · NASHUA, NH
INDEPENDENT ADVISOR ALLIANCE, LLC · Nashua, NH
EDWARD JONES · NASHUA, NH
NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC · Nashua, NH

More in Nashua, NH

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