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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-22 |
| ME | RA | APPROVED | 2022-01-18 |
Branch Locations
2 Skyline Drive, Jay, ME 04239 • United States
88 Main St Ste 312, Waterville, ME 04901-6691 • United States
Winslow, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Day's Jewelers | Waterville | ME | 04/2016 | 04/2017 |
| Unum Insurance | Portland | ME | 06/2017 | 08/2017 |
| Thomas College | Waterville | ME | 08/2017 | 05/2018 |
| Bangor Savings Bank | Augusta | ME | 05/2018 | 08/2019 |
| Thomas College | Waterville | ME | 08/2019 | 12/2019 |
| Thomas College | Waterville | ME | 09/2018 | 12/2018 |
| Margaritas Mexican Restaurant | Augusta | ME | 08/2018 | 11/2018 |
| Bangor Savings Bank | Waterville | ME | 09/2018 | 02/2019 |
| Manpower/Maine Municipal Association | Augusta | ME | 02/2019 | 04/2019 |
| Comprehensive Land Technologies | China | ME | 04/2019 | 09/2019 |
| Mainely Brews Restaurant And Brewhouse | Waterville | ME | 09/2019 | 01/2020 |
| Edward Jones | Kennebunk | ME | 02/2020 | 12/2021 |
| Ameriprise Financial Services, Llc | Jay | ME | 01/2022 | Present |
| Day's Jewelers | Waterville | ME | 12/2021 | 01/2022 |
Board of Directors; KV Connect -Chamber; Treasurer; 50 Elm St, , Waterville, ME, 04901; Not Investment-Related; 03/05/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; 2 Skyline Drive, Inc.; I am an employee, an associate financial advisor for this practice.; Manage advisory business; 2 Skyline Dr, PO Box 119, Jay, ME, 04239; Investment-Related; 02/02/2026; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-22 |
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