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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2018-08-28 |
| TX | RA | APPROVED_RES | 2018-06-25 |
| NH | RA | APPROVED | 2014-01-21 |
Branch Locations
28059 Us Highway 19 N Ste 206, Clearwater, FL 33761 • United States
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Wesley Chapel, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 08/2013 | 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 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners LLC; Financial Advisor - AFA; ; 262 S River Rd Suite 201 Bedford, NH 03110, ,; Investment-Related; 08/19/2013; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-21 |
| S63 | Uniform Securities Agent State Law Examination | 2012-02-09 |
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