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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-11-20 |
| CA | RA | APPROVED | 2020-09-29 |
| TX | RA | APPROVED_RES | 2020-09-18 |
Branch Locations
15 Caswell Ln Ste 1, Plymouth, MA 02360 • United States
901 Main Street Suite O, Osterville, MA 02655-2049 • United States
Forestdale, MA • United States
3 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Boston | MA | 11/2011 | 11/2016 |
| Ameriprise Financial Services Inc | Hyannis | MA | 09/2020 | 09/2020 |
| Wells Fargo Clearing Services, Llc | Hyannis | MA | 11/2016 | 09/2020 |
| Ameriprise Financial Services, Llc | Bedford | NH | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Bedford | NH | 09/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-06 |
| S63 | Uniform Securities Agent State Law Examination | 1983-03-31 |
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