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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-01-30 |
| TX | RA | APPROVED | 2026-01-30 |
Branch Locations
100 Conifer Hill Drive Unit 307, Danvers, MA 01923-1168 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Swampscott | MA | 02/2009 | 07/2018 |
| Salem Five Cents Savings Bank | Salem | MA | 02/2009 | 07/2018 |
| Commonwealth Financial Network | Waltham | MA | 07/2018 | 01/2026 |
| Ledgewood Financial | Danvers | MA | 07/2018 | 01/2026 |
| Ameriprise Financial Services Llc | Danvers | MA | 01/2026 | Present |
Real Estate Ownership; Single Family; 58 Pyburn Road, , Lynnfield, MA, 01940; Not Investment-Related; 08/01/2024. Business Ownership; Ledgewood Financial Inc; Co-owner; Manage Ameriprise Business; 100 Conifer Hill Drive, Suite 307, Danvers, MA, 01923; Investment-Related; 05/09/2018; 60 hours per month; 60 during trading hours. Board of Directors; Bay State Baseball Tournament of Champions; Secretary; 50 Samoset Road, , Winchester, MA, 01890; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Ledgewood Financial; Co-owner; Manage advisory business; 100 Conifer Hill Drive, Suite 307, Danvers, MA, 01923; Investment-Related; 01/30/2026; 60 hours per month; 60 during trading hours / College Football Official; Officiate Division 1 College Football games on weekends in the Fall.; College Football Officiating; 85 High Street, Apt 1, Charlestown, MA, 02129; Not Investment-Related; 01/01/2015; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-09-22 |
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