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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-04-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 05/2007 | 02/2025 |
| Ameriprise Financial Services, Llc | Bedford | NH | 02/2025 | Present |
Other Business Activities; Budget Committee for the Town of Greenfield, NH; This is an unpaid/volunteer position in the town of Greenfield, NH where I reside. Provide feedback on the town budget Schedule and hold town hearings Finalize town budgets Provide recommendations on any special Warrant articles There are multiple people on the budget committee who assist the town selectmen; 7 Sawmill Rd, , Greenfield, NH, 03047; Not Investment-Related; 03/16/2026; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2007-08-31 |
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