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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-12-11 |
| NH | RA | APPROVED | 2022-04-29 |
Branch Locations
262 S River Rd Ste 201, Bedford, NH 03110 • United States
Bow, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Bedford | NH | 08/2015 | 09/2018 |
| Eaton Vance Management | Boston | MA | 10/2018 | 01/2019 |
| Eaton Vance Distributors, Inc. | Boston | MA | 09/2018 | 01/2019 |
| Eaton Vance Management | Boston | MA | 01/2019 | 01/2022 |
| Eaton Vance Distributors, Inc. | Boston | MA | 01/2019 | 01/2022 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2022 | Present |
Real Estate Ownership; Multi-Family; 21 Washington St, Unit 1, Concord, NH, 03303; Not Investment-Related; 02/01/2024. Board of Directors; New Hampshire Juvenile Court Diversion Network; Board Member; 100 N Main St, Suite 400, Concord, NH, 03301; Not Investment-Related; 07/16/2025; 1 to 9 hours per month; 1 to 9 during trading hours / The Pinnacle Foundation; Director; 835 Hanover St, Ste 301, Manchester, NH, 03104; Not Investment-Related; 11/25/2025; 1 to 9 hours per month; 1 to 9 during trading hours / Lantern Light Camps; Board Member at Large; 292 Blakes Hill Rd, , Northwood, NH, 03261; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners, LLC; Legal entity to pay advisors & staff; Manage advisory business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 01/01/2019; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-28 |
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