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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-01-17 |
| NH | RA | APPROVED | 1998-03-11 |
Branch Locations
380 Nashua St, Milford, NH 03055 • United States
Milford, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Milford | NH | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Milford | NH | 03/2020 | Present |
Independent Insurance Brokering; The Guardian Life Insurance Company of America; 03/24/2019; Term Life. Business Ownership; TK Realty LLC; Owner; Real Estate; 380 Nashua Street, , Milford, NH, 03055; Not Investment-Related; 05/29/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Leo Wealth Group LLC; Co-owner; Manage Ameriprise Business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 60 hours per month; 60 during trading hours / Leo Holdings LLC; Owner; Manage Ameriprise Business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 0 hours per month; 0 during trading hours. Outside Employment; Leo Wealth Group LLC; Co-owner; Manage advisory business; 380 Nashua St, , Milford, NH, 03055; Investment-Related; 07/01/2026; 60 hours per month; 60 during trading hours. Other Business Activities; Notary Public; Notary Public for non-client related documents; N/A was provided, ,; Not Investment-Related; 12/01/2001; 0 hours per month; 0 during trading hours / SSI SCUBA Open Water Instructor; An SSI Open Water Instructor is a certified scuba professional responsible for teaching and certifying new divers in accordance with SSI (Scuba Schools International) standards. They conduct classroom sessions, pool training, and open water dives, ensuring students develop the knowledge, skills, and confidence needed to dive safely. Instructors also promote safe diving practices, evaluate student performance, maintain training records, and serve as mentors who help individuals explore and enjoy the underwater world responsibly.; 704 Milford Rd, , Merrimack, NH, 03054; Not Investment-Related; 08/10/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-10-31 |
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