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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-08 |
| CT | RA | APPROVED | 2026-03-13 |
Branch Locations
36 Washington St Ste 140, Wellesley, MA 02481-1900 • United States
Medford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wellesley | MA | 05/2025 | Present |
| Aafcpas, Inc. | Westborough | MA | 05/2021 | 04/2025 |
| Merrimack College Financial Capability Center | North Andover | MA | 01/2019 | 01/2021 |
| Unemployed | Medford | MA | 04/2025 | 05/2025 |
| Esp Specialty Insurance Brokers | Burlington | MA | 05/2019 | 08/2020 |
| Wolf & Company, P.C. | Boston | MA | 01/2020 | 04/2020 |
| Merrimack College | North Andover | MA | 09/2017 | 05/2021 |
| Salem Country Club | Peabody | MA | 05/2018 | 08/2018 |
| Teresa's Grille 19 | North Reading | MA | 06/2017 | 01/2018 |
| Market Basket | Reading | MA | 08/2016 | 11/2016 |
| North Reading High School | North Reading | MA | 09/2013 | 06/2017 |
Board of Directors; Mary Queen of Peace Parish Finance Council; Parish Finance Council Member; 132 High Street, , Medford, MA, 02155; Not Investment-Related; 10/01/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Array Services, LLC; I am being paid through the LLC for the work I do at Ameriprise.; Manage advisory business; 36 Washington St., Suite 140, Wellesley , MA, 02481-2103; Investment-Related; 05/28/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-21 |
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