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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-06-28 |
Branch Locations
900 Main St S Ste 100, Southbury, CT 06488 • United States
Stamford, CT • 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 |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Stamford | CT | 10/2012 | 06/2018 |
| Trinity Catholic High School | Stamford | CT | 04/2018 | Present |
| Ameriprise Financial Services Inc | Southbury | CT | 06/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Southbury | CT | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-11-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-25 |
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