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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-20 |
| NJ | RA | APPROVED | 2018-10-15 |
Branch Locations
8 Hillside Ave Ste 301, Montclair, NJ 07042 • United States
Califon, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Saddlebrook | NJ | 06/2018 | 03/2020 |
| Genuine Parts Company | South Plainfield | NJ | 03/2014 | 06/2018 |
| Ameriprise Financial Services, Llc | Caldwell | NJ | 03/2020 | Present |
Outside Employment; Longohmont, LLC; Associate Advisor; Manage advisory business; 8 Hillside Avenue, Suite 301, Montclair, NJ, 07042; Not Investment-Related; 01/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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