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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-01 |
| ME | RA | APPROVED | 2024-06-14 |
| NJ | RA | APPROVED | 2024-03-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Boston | MA | 03/2021 | 03/2024 |
| Wells Fargo Bank, Na | Boston | MA | 09/2015 | 03/2024 |
| Wells Fargo | Boston | MA | 10/2015 | 03/2024 |
| Ameriprise Financial Services, Llc | Westborough | MA | 03/2024 | Present |
Real Estate Ownership; Multi-Family; 52 Pleasant Street, , Woburn, MA, 01801; Investment-Related; 08/01/2018 / Single Family; 50 Middle Ledge Road, , Glen, NH, 03838; Investment-Related; 03/31/2021. Business Ownership; ASAW Foundation; Co-owner; 501c3 charity for the purpose of providing scholarships to high school students; 52 Pleasant Street, , Woburn, MA, 01801; Not Investment-Related; 08/01/2018; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-04-03 |
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