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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
GA RA APPROVED 2025-03-13
  • GA RA
    APPROVED
    Since 2025-03-13

Branch Locations

Atlanta, GA • United States

5855 Sandy Springs Cir Ne Ste 100, Sandy Springs, GA 30328 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
John Hancock Boston MA 06/2022 02/2025
John Hancock Investment Management Distributors Llc Boston MA 06/2022 02/2025
Clemson University Clemson SC 08/2018 05/2022
Norwell Public Schools Norwell MA 01/2012 08/2018
Ameriprise Financial Services, Llc Sandy Springs GA 03/2025 Present
  • 06/2022 → 02/2025
    John Hancock
    Boston, MA
  • 06/2022 → 02/2025
    John Hancock Investment Management Distributors Llc
    Boston, MA
  • 08/2018 → 05/2022
    Clemson University
    Clemson, SC
  • 01/2012 → 08/2018
    Norwell Public Schools
    Norwell, MA
  • 03/2025 → Present
    Sandy Springs, GA
Previous Registrations
Other Businesses

Business Ownership; Fyfer LLC; Co-owner; Fitness social media app that includes nutrition tracking and virtual training for trainers and clients.; 11 Autumn Ln, , Norwell, MA, 02061; Not Investment-Related; 07/26/2021; 10 to 19 hours per month; 0 during trading hours. Outside Employment; JPKJR LLC; Advise clients. Financial Advising at CKM Wealth of Ameriprise; Manage advisory business; 5855 Sandy Springs Cir, , Sandy Springs, GA, 30328; Investment-Related; 03/05/2025; 40 to 59 hours per month; 40 to 59 during trading hours / Bell Traffic Signal Maintenance Inc; Marketing manager; Construction company; 41 Moore Rd, , Weymouth, MA, 02189; Not Investment-Related; 06/01/2026; 10 to 19 hours per month; 0 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-10-14
  • S66 Uniform Combined State Law Examination
    2022-10-14
Designations
Other Names
  • Sophia E Bellofatto

View on SEC IAPD

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