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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-07-02 |
| TX | RA | APPROVED | 2021-07-02 |
Branch Locations
2221 Washington St Ste 202, Newton, MA 02462 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Janney Montgomery Scott | Boston | MA | 06/2018 | 07/2021 |
| Monster | Weston | MA | 01/2016 | 06/2018 |
| Ameriprise Financial Services | Boston | MA | 07/2021 | 07/2021 |
| Ameriprise Financial Services, Llc | Newton | MA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Newton | MA | 07/2021 | Present |
Real Estate Ownership; Undeveloped land; 93/97 Wales Rd, , Stafford Springs, CT, 6076; Not Investment-Related; 05/15/2021. Board of Directors; Boston Single Mothers By Choice; Co-Moderator/ President; 50 Church Street, , Waltham, MA, 2452; Not Investment-Related; 06/30/2021; 1 to 9 hours per month; 0 during trading hours / Wellesley Parental Advisory Council; Treasurer; 40 Kingsbury St, , Wellesley, MA, 02481; Not Investment-Related; 03/28/2024; 1 to 9 hours per month; 0 during trading hours / Wellesley Mothers Forum Board; Director of Programs; PO Box 812023, , Wellesley, MA, 02482; Not Investment-Related; 08/15/2024; 1 to 9 hours per month; 0 during trading hours / All Newton Music School Board; Member and Trustee; 321 Chestnut St, , West Newton, MA, 02465; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Single Mama; selling tshirts on etsy; 84 Abbott Rd, , Wellesley, MA, 02481; Not Investment-Related; 05/30/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-09-06 |
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