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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-04-15 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
Pawlet, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | New York | NY | 11/2012 | 03/2024 |
| Blackrock Investments Llc | New York | NY | 11/2012 | 03/2024 |
| Ameriprise Financial Services, Llc | Colchester | VT | 04/2024 | Present |
Board of Directors; Equinox Preservation Trust; Trustee; Equinox Preservation Trust, P.O. Box 986, Manchester, VT, 05254; Not Investment-Related; 07/18/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Coop, LLC; I'm an advisor for an independent franchise of Ameriprise.; I work for an independent franchise of Ameriprise.; 905 Roosevelt Hwy, , Colchester, VT, 05446; Investment-Related; 05/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-05-17 |
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