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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-01-15 |
Branch Locations
25 Recreation Park Dr Ste 210, Hingham, MA 02043 • United States
9015 Strada Stell Ct Ste 103, Naples, FL 34109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bridgewater State University | Bridgewater | MA | 09/2017 | 05/2021 |
| North Peak Wealth Advisors | Walpole | MA | 01/2021 | 06/2021 |
| Target | Taunton | MA | 07/2018 | 04/2020 |
| St. Anne's Hospital | Fall River | MA | 07/2016 | 08/2017 |
| Dighton-Rehoboth Regional High School | Dighton | MA | 09/2013 | 05/2017 |
| Fidelity Investments | Smithfield | RI | 07/2021 | 08/2022 |
| Ameriprise Financial Services, Llc | Hingham | MA | 01/2026 | Present |
| Fidelity Investments | Smithfield | RI | 08/2022 | 04/2023 |
| Fidelity Investments | Smithfield | RI | 04/2023 | 09/2024 |
| Fidelity Investments | Shrewsbury | MA | 09/2024 | 12/2025 |
Outside Employment; Boston Ledge LLC; Employee; Manage advisory business; 25 Recreation Park Dr. Suite 210, , Hingham, MA, 02043; Investment-Related; 01/07/2026; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-09-19 |
| S63 | Uniform Securities Agent State Law Examination | 2021-12-10 |
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