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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-06-27 |
| TX | RA | APPROVED_RES | 2015-11-13 |
Branch Locations
60 State St, Suite 2100, Boston, MA 02109 • United States
1400 Computer Dr Ste 110, Westborough, MA 01581-1760 • United States
Hudson, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Boston | MA | 01/2009 | 03/2020 |
| Ameriprise Financial Services, Llc | Westborough | MA | 03/2020 | Present |
Other Business Activities; Bookkeeper/Accounts Payable; Expense payments (1-2 hrs / month). Member reimbursement requests - <10 payments/month. Rental payments - 4/month. Monthly account review and balancing of the account. 1hr/month Annual budget discussion with pastor (1-2 hrs / year). Quarterly subsidy request (1 hr / quarter).; 1070 Pleasant St, , Worcester, MA, 01602; Not Investment-Related; 09/23/2025; 1 to 9 hours per month; 0 during trading hours / Church Finance Committee; Review cash flow, assets & liabilities, and monthly account statements for the church capital assets.; 555 Techne Center Dr, , Milford, OH, 45150; Not Investment-Related; 08/31/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-09-29 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-15 |
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