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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-07-16 |
Branch Locations
13 Branch St Ste 208A, Methuen, MA 01844 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kelly Ayotte Campaign | Nashua | NH | 05/2016 | 05/2017 |
| Yard Guards | Nashua | NH | 05/2017 | 05/2018 |
| Sterling Office Services | Nashua | NH | 05/2018 | 07/2019 |
| Boston Light Financial | Woburn | MA | 07/2019 | 03/2021 |
| Waddell & Reed Inc | Woburn | MA | 03/2021 | 07/2021 |
| Sheryl Wein | Woburn | MA | 03/2021 | 07/2021 |
| Various Insurance Carriers For W & R Insurance Agencies | Nashua | NH | 03/2021 | 07/2021 |
| Lpl Financial Llc | Woburn | MA | 07/2021 | 06/2023 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2023 | 07/2026 |
| Ameriprise Financial Services, Llc | Methuen | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-05-12 |
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