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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-12-12 |
Branch Locations
450 Lexington St Ste 202, Auburndale, MA 02466 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Auburndale | MA | 09/2024 | Present |
| Baystate Financial | Worcester | MA | 06/2023 | 08/2023 |
| Bae Systems | Nashua | NH | 06/2022 | 08/2022 |
| University Of Massachusetts Lowell | Lowell | MA | 09/2019 | 05/2023 |
| South Lyon School District | South Lyon | MI | 09/2013 | 09/2019 |
| Bentley University | Waltham | MA | 09/2023 | 09/2024 |
Outside Employment; Waverley Oaks Athletic Club; Employee; Gym; 425 Waverley Oaks Rd, #200, Waltham, MA, 02452; Not Investment-Related; 06/01/2024; 1 to 9 hours per month; 0 during trading hours / QL Group LLC; Being Paid through the LLC for the work I do at Ameriprise; Manage advisory business; 450 Lexington St. Suite 202, , Aurburndale, MA, 02466; Investment-Related; 01/06/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-12-26 |
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