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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-10-19 |
Branch Locations
One Hamden Center 2319 Whitney Avenue, Suite 6A, Hamden, CT 06518 • United States
Killingworth, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Minneapolis | MN | 01/2015 | 12/2018 |
| Tiaa | Hamden | CT | 12/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | Hamden | CT | 12/2018 | Present |
VALLEY INVESTMENT PROPERTIES POSITION: Partner NATURE: Residential real estate investment and rental INVESTMENT RELATED: Yes NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 06/03/2021 ADDRESS: Home Address, Inver Grove Heights MN 55077, United States DESCRIPTION: Partial owner of Valley Investment Properties a residential real estate investment and rental company.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-28 |
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