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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-03-21 |
Branch Locations
40 Washington St Ste 250, Wellesley, MA 02481 • United States
25 Main St, Hopkinton, MA 01748 • United States
Dorchester, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Hopkinton | MA | 06/2020 | Present |
| Dcu | Lowell | MA | 10/2019 | 01/2020 |
| Unibank | Uxbridge | MA | 06/2019 | 08/2019 |
| Gentle Giant | Franklin/Southboro | MA | 06/2018 | 08/2018 |
| Not Employed | Lowell | MA | 01/2017 | 04/2017 |
| Not Employed | Lowell | MA | 01/2018 | 04/2018 |
| Not Employed | Lowell | MA | 11/2018 | 01/2019 |
| Not Employed | Lowell | MA | 03/2019 | 04/2019 |
| Not Employed | Hopkinton | MA | 02/2020 | 04/2020 |
| Not Employed | Lowell | MA | 09/2016 | 12/2016 |
| Jd Marquedant & Associates | Hopkinton | MA | 06/2017 | 08/2017 |
| Not Employed | Hopkinton | MA | 09/2017 | 11/2017 |
Outside Employment; DES Group, Inc.; Associate Financial Advisor - provide client service and administrative support for the Ameriprise Financial Practice; Financial Services - provide client service and administrative support for the Ameriprise Financial Practice; 25 Main Street, , Hopkinton, MA, 1748; Not Investment-Related; 03/18/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-03 |
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