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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-13 |
| CT | RA | APPROVED | 2022-10-12 |
Branch Locations
50 Canal St, Putnam, CT 06260 • United States
33 Hartford Ave Ste 203, Granby, CT 06035 • United States
Granby, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Voya Financial | Windsor | CT | 09/2014 | 10/2022 |
| Voya Financial Advisors | Windsor | CT | 09/2014 | 10/2022 |
| Ameriprise Financial Services | Putnam | CT | 10/2022 | 10/2022 |
| Ameriprise Financial Services, Llc | Putnam | CT | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Putnam | CT | 10/2022 | Present |
Board of Directors; Post 182 Officers; Finance Officer; 244 North Granby Road, , Granby, CT, 06035; Not Investment-Related; 09/13/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; GrubHub; Delivery Driver; GrubHub Delivery; 18 Susan Lane, , Granby, CT, 06035; Not Investment-Related; 11/10/2025; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-22 |
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