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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2017-10-06 |
| TX | RA | APPROVED_RES | 2017-08-15 |
Branch Locations
25 Recreation Park Dr Ste 100, Hingham, MA 02043 • United States
9015 Strada Stell Ct Ste 103, Naples, FL 34109 • United States
25 Recreation Park Drive Suite 210, Hingham, MA 02043 • United States
Scituate, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hingham | MA | 02/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Hingham | MA | 03/2020 | Present |
Business Ownership; Boston Ledge S Corp; vice president; management company for franchise financial planning practice; 25 Recreation Park Drive, , Suite 210, MA, 2043; Investment-Related; 09/01/2021; 60 hours per month; 60 during trading hours. Outside Employment; Boston Ledge S Corp; Vice- President - management company for franchise financial planning practice; ; 25 Recreation Park Drive, , Hingham, MA, 2043; Investment-Related; 09/01/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-07-28 |
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