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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-07 |
| FL | RA | APPROVED | 2025-01-06 |
| NY | RA | APPROVED | 2023-10-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Blackrock | Boston | MA | 05/2011 | 02/2017 |
| Ameriprise Financial Services, Inc. | Bedford | NH | 03/2017 | 03/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | Present |
Business Ownership; RPWM Partners, LLC; Owner; Manage Ameriprise Business; 262 South River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 10/16/2025; 0 hours per month; 0 during trading hours. Outside Employment; RPWM Partners LLC; Investment Manager - Trading, research & analysis, model construction; ; 262 South River Road, Suite 2, Bedford, NH 03110, ,; Investment-Related; 03/07/2017; 40 to 59 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 2011-12-28 |
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