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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-13 |
| NH | RA | APPROVED | 2020-04-24 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Bedford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Datrose | Rochester | NY | 03/2018 | 08/2018 |
| Sorenson Communications | Rochester | NY | 07/2016 | 08/2018 |
| Self- Employed | Rochester | NY | 11/2014 | 08/2018 |
| Rochester Institute Of Technology | Rochester | NY | 08/2016 | 12/2017 |
| Ameriprise Financial Services, Inc | Bedford | NH | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847 , , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 South River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Stay,Work,Play; Co-Chair; 497 Hooksett Rd, 202 , Manchester, NH, 03104; Not Investment-Related; 12/13/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - Financial Advisor; ; 262 South River Rd, Suite 201, , Bedford, NH, 3110; Investment-Related; 05/20/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-05 |
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