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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED | 2026-08-27 |
Branch Locations
114 Main St 2Nd Fl, Brattleboro, VT 05301 • United States
48 Federal St, Greenfield, MA 01301-2536 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mountain Sun Community School | Brevard | NC | 07/2015 | 06/2022 |
| Massmutual Life Insurance Co | Hadley | MA | 07/2022 | 08/2026 |
| Mml Investors Services, Llc | Hadley | MA | 09/2022 | 08/2026 |
| Ameriprise Financial Services, Llc | Greenfield | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-15 |
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