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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-08-01 |
Branch Locations
2 Mountain View Ave, Avon, CT 06001 • United States
Granby, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Fall River | MA | 02/2016 | 03/2020 |
| Roger Williams University | Bristol | RI | 09/2014 | 05/2018 |
| Dalene Flooring, Carpet One | South Windsor | CT | 06/2016 | 09/2016 |
| Ameriprise Financial Services, Llc | Avon | CT | 03/2020 | Present |
Outside Employment; C3 Consulting Services, LLC; I am a W2 employee who is paid through C3 Consulting Services, LLC. I have no duties or responsibilities within C3 Consulting Services, LLC. I am paid by C3 Consulting Services, LLC for my duties and responsibilities performed as a financial advisor at The OakBridge Group, a Private Wealth Advisory Practice of Ameriprise Financial Services, LLC.; Manage advisory business; 2 Mountain View Ave, , Avon, CT, 06001-3810; Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-25 |
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