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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2023-04-28 |
Branch Locations
36 S County Commons Way Ste C8, South Kingstown, RI 02879 • United States
35 Village Rd Ste 100, Middleton, MA 01949 • United States
Winchester, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Tdameritrade Inc | Boston | MA | 11/2009 | 02/2018 |
| Td Private Client Wealth Llc | Boston | MA | 03/2018 | 04/2023 |
| Td Bank N.A. | Boston | MA | 03/2018 | 04/2023 |
| Ameriprise Financial Services | South Kingstown | RI | 04/2023 | 04/2023 |
| Ameriprise Financial Services, Llc | South Kingstown | RI | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | South Kingstown | RI | 04/2023 | Present |
Real Estate Ownership; Rental Condo; 49 Worcester St. #4, , Boston, MA, 02118; Not Investment-Related; 09/01/2022 / Condo; 51 Kettlebrook Rd. I-4, , Ludlow, VT, 05149; Not Investment-Related; 09/01/2022.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-12-04 |
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