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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2024-10-03
CT RA APPROVED 2021-03-03
  • TX RA
    APPROVED_RES
    Since 2024-10-03
  • CT RA
    APPROVED
    Since 2021-03-03

Branch Locations

935 Main St Watkins Center Ste D106, Manchester, CT 06040 • United States

329 Main St, Portland, CT 06480 • United States

Portland, CT • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Portland CT 06/2020 Present
West Chester University West Chester PA 08/2016 05/2020
Creative Financial Group Newtown Square PA 02/2020 03/2020
Creative Financial Group Newtown Square PA 06/2020 08/2020
Lorenzo And Son's Pizzeria West Chester PA 02/2017 03/2020
Landmark Americana West Chester PA 08/2017 12/2017
Justino's Pizzeria Staten Island NY 06/2015 07/2017
  • 06/2020 → Present
    Portland, CT
  • 08/2016 → 05/2020
    West Chester University
    West Chester, PA
  • 02/2020 → 03/2020
    Creative Financial Group
    Newtown Square, PA
  • 06/2020 → 08/2020
    Creative Financial Group
    Newtown Square, PA
  • 02/2017 → 03/2020
    Lorenzo And Son's Pizzeria
    West Chester, PA
  • 08/2017 → 12/2017
    Landmark Americana
    West Chester, PA
  • 06/2015 → 07/2017
    Justino's Pizzeria
    Staten Island, NY
Other Businesses

Business Ownership; Brownstone Management of CT, LLC; Co-owner; Manage Ameriprise Business; 329 Main Street , , Portland , CT, 06480; Investment-Related; 01/19/2026; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Racks Billiards and Bar; I am employed as a barback for this business.; I am a barback for a pool hall.; 500 Talcottville Rd, , Vernon, CT, 06066; Not Investment-Related; 02/28/2025; 10 to 19 hours per month; 0 during trading hours / Brownstone Management of CT, LLC; Co-owner; Manage advisory business; 329 Main Street , , Portland , CT, 06480; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-01
  • S66 Uniform Combined State Law Examination
    2021-03-01

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