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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-27 |
Branch Locations
1266 Furnace Brook Pkwy Unit 210, Quincy, MA 02169 • United States
Duxbury, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Bank | Marshfield | MA | 09/2013 | 10/2020 |
| Citizens Securities, Inc. | Marshfield | MA | 04/2018 | 10/2020 |
| Citizens Bank | No Quincy | MA | 10/2020 | 05/2022 |
| Citizens Securities, Inc | Canton | MA | 10/2020 | 05/2022 |
| Ameriprise Financial Services Llc | Quincy | MA | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-05 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-22 |
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