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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2023-11-29 |
Branch Locations
288 South River Road Building C Unit 2, Bedford, NH 03110-6815 • United States
Manchester, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| H.D. Vest Investment Services | Manchester | NH | 06/2012 | 02/2019 |
| Williamson'S Accounting & Tax Services, Llc | Manchester | NH | 01/2006 | 11/2023 |
| H.D Vest Advisory Services | Manchester | NH | 11/2013 | 02/2019 |
| Voya Financial Advisors, Inc. | Bedford | NH | 02/2019 | 06/2021 |
| Cetera Advisor Networks Llc | El Segundo | CA | 06/2021 | 11/2023 |
| Cetera Investment Advisers Llc | Schaumburg | IL | 06/2023 | 11/2023 |
| Ameriprise Financial Services | Bedford | NH | 11/2023 | 11/2023 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bedford | NH | 11/2023 | Present |
Independent Insurance Brokering; Anthem Blue Cross; 12/01/2015; Health. Business Ownership; Williamson's Tax & Financial Services, LLC; Owner; Tax Preparation; 288 South River Road, Building C - Unit 2, Bedford, NH, 03110; Not Investment-Related; 01/01/2005; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-10 |
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