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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-07 |
Branch Locations
11 Water St Ste 2A, Arlington, MA 02476-4814 • United States
5 Assinippi Ave, Norwell, MA 02061 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Nylife Securities Llc | Waltham | MA | 02/2014 | 05/2017 |
| New York Life Insurance Co | Waltham | MA | 10/2013 | 02/2017 |
| Nylife Securities Llc | Waltham | MA | 09/2014 | 05/2017 |
| Edward Jones | St Louis | MO | 06/2017 | 07/2023 |
| The Bray Group | Boston | MA | 04/2017 | 06/2017 |
| Bill Pollack Llc | Boston | MA | 04/2017 | 06/2017 |
| Ameriprise Financial Services | Hingham | MA | 07/2023 | 07/2023 |
| Ameriprise Financial Services, Llc | Hingham | MA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Hingham | MA | 07/2023 | Present |
Board of Directors; Scituate Rotary Club Board of Directors; Rotary Board Member; First Parish Road, , Scituate, MA, 02066; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours / Scituate Rotary Club; board member; First Parish Road, , Scituate, MA, 02066; Not Investment-Related; 01/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-03-15 |
| S65 | Uniform Investment Adviser Law Examination | 2004-04-08 |
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