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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-07-09 |
| TX | RA | APPROVED_RES | 2014-10-03 |
Branch Locations
424 Adams St Suite 202A, Milton, MA 02186-4358 • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boston | MA | 10/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Milton | MA | 03/2020 | Present |
Real Estate Ownership; Lot/Land; Jerich Mountain Berlin NH, ,; Investment-Related; 01/01/2008 / Single Family; 15 MillSt Unit 31, , Edgartown, MA, 02539; Investment-Related; 06/01/2025. Business Ownership; W.C. Robinson Group; Co-owner; Manage Ameriprise Business; 459 pleasant st, , milton, MA, 02186; Investment-Related; 03/19/2025; 20 to 39 hours per month; 20 to 39 during trading hours. Outside Employment; W.C. Robinson Group; Co-owner; Manage advisory business; 424 Admas St Suite 201A, , Milton, MA, 02186; Investment-Related; 03/19/2025; 20 to 39 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-29 |
| S63 | Uniform Securities Agent State Law Examination | 1992-07-10 |
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