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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-11 |
Branch Locations
963 Hopmeadow Street, Simsbury, CT 06070-1824 • United States
835 Straits Tpke Ste A, Middlebury, CT 06762 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Simsbury | CT | 05/2023 | Present |
| Ameriprise Financial Services, Llc | Simsbury | CT | 12/2022 | 01/2023 |
| Ameriprise Financial Services, Llc | Simsbury | CT | 05/2022 | 08/2022 |
| Wilkes University | Wilkes Barre | PA | 08/2019 | 05/2023 |
| Ge Electric Insurance Company | Beverly | MA | 12/2021 | 03/2022 |
| Xavier High School | Middletown | CT | 08/2015 | 08/2019 |
Outside Employment; Honey Badger Management LLC; Regular duties of a Financial Planning Analyst; Manage advisory business; 835 Straits Tpke Ste A, , Middlebury, CT, 06762; Investment-Related; 01/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-08 |
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