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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2020-03-05 |
Branch Locations
120 Kimball Ave Ste 100, South Burlington, VT 05403-6837 • United States
South Burlington, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Williston | VT | 07/2018 | 03/2020 |
| Jp Morgan | South Burlington | VT | 07/2009 | 08/2018 |
| Ameriprise Financial Services, Llc | Williston | VT | 03/2020 | Present |
Outside Employment; TrueGuidance Holdings, LLC; Registered Team Member - Staff; Manage advisory business; 5399 Williston Rd Ste 204, , Williston, VT, 05495; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 2019-11-01 |
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