Best Investors Account Sign in
Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-06-08
CT RA APPROVED 2026-03-13
  • TX RA
    APPROVED
    Since 2026-06-08
  • CT RA
    APPROVED
    Since 2026-03-13

Branch Locations

36 Washington St Ste 140, Wellesley, MA 02481-1900 • United States

Medford, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 05/2025 → Present
    Wellesley, MA
  • 05/2021 → 04/2025
    Aafcpas, Inc.
    Westborough, MA
  • 01/2019 → 01/2021
    Merrimack College Financial Capability Center
    North Andover, MA
  • 04/2025 → 05/2025
    Unemployed
    Medford, MA
  • 05/2019 → 08/2020
    Esp Specialty Insurance Brokers
    Burlington, MA
  • 01/2020 → 04/2020
    Wolf & Company, P.C.
    Boston, MA
  • 09/2017 → 05/2021
    Merrimack College
    North Andover, MA
  • 05/2018 → 08/2018
    Salem Country Club
    Peabody, MA
  • 06/2017 → 01/2018
    Teresa's Grille 19
    North Reading, MA
  • 08/2016 → 11/2016
    Market Basket
    Reading, MA
  • 09/2013 → 06/2017
    North Reading High School
    North Reading, MA
Other Businesses

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.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2025-11-21
  • S66 Uniform Combined State Law Examination
    2025-11-21
Other Names
  • Joseph Gonthier

View on SEC IAPD

More in Wellesley, MA

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor