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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2016-11-29 |
Branch Locations
175 Andover St Ste 304, Danvers, MA 01923 • United States
Nashua, NH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Danvers | MA | 10/2013 | 03/2020 |
| Kline And Company | Nashua | NH | 01/2014 | 12/2017 |
| Ameriprise Financial Services, Inc. | Minneaplois | MN | 11/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Danvers | MA | 03/2020 | Present |
Real Estate Ownership; Multi-Family; 20 Lincoln Avenue Nashua, NH 03060, , Nashua, NH, 03060; Not Investment-Related; 11/27/1987. Outside Employment; Barrett Costello; Administrative Assistant; Manage advisory business; 180 Paramount Dr, Ste 2, Raynham, MA, 02767; Investment-Related; 05/20/2024; 20 to 39 hours per month; 20 to 39 during trading hours / Triple C Corporation; Independent contractor; Manage advisory business; 175 Derby Street, , Hingham, MA, 02043; Investment-Related; 11/27/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Center For Women & Enterprise; volunteer instructor on personal financial planning topics for women starting their own businesses using materials provided by organization; 30 Temple Street, Suite 610Nashua, NH 03060, ,; Not Investment-Related; 01/24/2019; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2016-02-25 |
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