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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-24 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Palm Beach Gardens | FL | 04/2015 | 04/2023 |
| Prevision Wealth Planning | Jupiter | FL | 04/2023 | Present |
| Commonwealth Financial Network | Waltham | MA | 04/2023 | Present |
1.Fixed insurance sales; as of 04/21/2023; 5% of time spent during business hours; Conducted at branch location; Investment related. 2.Owner, Prevision Wealth Planning, LLC, a private entity established to facilitate securities, advisory, and insurance business; as of 03/24/2023; 100% of time spent during business hours; Conducted at branch; Investment related.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-21 |
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