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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-05-07 |
Branch Locations
40 Sockanosset Cross Rd, Cranston, RI 02920-5566 • 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 |
|---|---|---|---|---|
| Stadion Money Management | Watkinsville | GA | 10/2013 | 09/2016 |
| Alps Distributors, Inc. | Denver | CO | 10/2013 | 09/2016 |
| Marathon Financial Services | Watkinsville | GA | 10/2013 | 09/2016 |
| Sqn Securities, Llc | New York | NY | 10/2016 | 09/2017 |
| Lpl Financial, Llc | Providence | RI | 09/2017 | 04/2025 |
| Webster Bank | Providence | RI | 09/2017 | 04/2025 |
| Ameriprise Financial Services, Llc | Cranston | RI | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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