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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-02-25 |
| MD | RA | APPROVED | 2026-02-23 |
| NJ | RA | APPROVED | 2019-09-04 |
Branch Locations
50 Upper Montclair Plaza Ste 203, Upper Montclair, NJ 07043-1346 • United States
Montclair, NJ • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Clearing Services, Llc | Short Hills | NJ | 11/2012 | 08/2019 |
| Ameriprise Financial Services, Inc. | Montclair | NJ | 08/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Montclair | NJ | 03/2020 | Present |
Board of Directors; Morris Automated Information Network(M. A. I. N.; Advisor(non voting); 16 Wing Drive, , Cedar Knolls, NJ, 7927; Not Investment-Related; 03/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-06 |
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