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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-06-17 |
| NH | RA | APPROVED | 2023-05-05 |
Branch Locations
288 S River Rd Bldg C Unit 1, Bedford, NH 03110 • United States
Nashua, NH • 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 |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 09/2009 | 03/2018 |
| Lincoln Financial Distributors | Radnor | PA | 03/2018 | 10/2018 |
| Lpl Financial, Llc | Manchester | NH | 11/2018 | 05/2023 |
| Northeast Planning Associates, Inc. | Bedford | NH | 11/2018 | 05/2023 |
| Ameriprise Financial Services | Bedford | NH | 05/2023 | 05/2023 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bedford | NH | 05/2023 | Present |
Board of Directors; The Geoff Higginbotham Memorial Foundation Board; President; 135 Manchester St, , Nashua, NH, 03064; Not Investment-Related; 05/15/2023; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Barkin' Bryant Football Podcast; I am hosting a podcast named Barkin' Bryant Football, which is for my alma mater where I played in college, Bryant University. The podcast will solely highlight the team and nothing will be discussed regarding my career as an advisor or anything financially related. No sponsorships will be had, no income received.; 135 Manchester St, , nashua, NH, 03064; Not Investment-Related; 05/18/2024; 1 to 9 hours per month; 0 during trading hours / Ryan Callahan Book - Title TBD; I am writing a book around financial education. This OBA has been pre-approved with compliance as Ameriprise and my DBA, Stanchion Wealth, will not be mentioned in th book.; 135 Manchester St, , Nashua, NH, 03064; Not Investment-Related; 05/22/2026; 1 to 9 hours per month; 0 during trading hours / Ryan Callahan Podcast - Title TBD; This is a business owner podcast I'm hosting where I talk to business owners to gain insight on how they achieved their goals, head winds and wind falls in their respective businesses, as well as insight to share to future entrepreneurs. The business owners I will engage with will be from non-financial sector industries. We will not be discussing their personal or business finances and no investment recommendations will be made.; 135 Manchester St, , Nashua, NH, 03064; Not Investment-Related; 05/22/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2010-01-04 |
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