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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2023-06-30 |
Branch Locations
120 Kimball Ave Ste 100, South Burlington, VT 05403-6837 • United States
Essex, VT • 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 |
|---|---|---|---|---|
| Northcountry Fcu | South Burlington | VT | 05/2010 | 07/2021 |
| Cuso Financial Services, Lp | Burlington | VT | 03/2017 | 07/2021 |
| J.P. Morgan Securities Llc | Williston | VT | 07/2021 | 02/2023 |
| Jpmorgan Chase Bank, N.A. | Williston | VT | 07/2021 | 02/2023 |
| Ameriprise Financial Services, Llc | Williston | VT | 02/2023 | Present |
Business Ownership; AB Event Decor LLC; Owner; Event/party decor; 45 Clover Drive, , Essex, VT, 05452; Not Investment-Related; 10/14/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; AB Event Decor LLC; Owner; Income received from owned business AB Event Decor LLC; 45 Clover Drive, , Essex, VT, 05452; Not Investment-Related; 02/20/2025; 1 to 9 hours per month; 0 during trading hours / TrueGuidance Holdings, LLC; Registered Team Member - Staff; Manage advisory business; 5399 WILLISTON RD, Ste 204, WILLISTON, VT, 05495; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-17 |
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