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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2024-06-28 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
Burlington, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Colchester | VT | 06/2023 | Present |
| Aris Solutions | Colchester | VT | 08/2022 | 05/2023 |
| Saint Michael's College | Colchester | VT | 09/2021 | 05/2023 |
| Baystate Financial | Colchester | VT | 06/2022 | 12/2022 |
| Zero Gravity Craft Brewery | Burlington | VT | 06/2022 | 08/2022 |
| Saint Michael's College | Colchester | VT | 08/2019 | 05/2023 |
| Saint Michael's College | Colchester | VT | 02/2019 | 05/2021 |
| Gunstock Mountain Resort | Gilford | NH | 05/2018 | 08/2021 |
| Ski Sundown | New Hartford | CT | 11/2018 | 02/2019 |
| Lewis S. Mills High School | Burlington | CT | 09/2015 | 06/2019 |
Outside Employment; Coop LLC; Paraplanner; Manage advisory business; 905 Roosevelt Hwy, Ste 220, Colchester, VT, 05446; Investment-Related; 02/20/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-06-27 |
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