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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-01-23 |
Branch Locations
431 Country Club Way Ste 2, Kingston, MA 02364 • United States
12 Mariners Way, Edgartown, MA 02539-1311 • United States
218 W Main St Ste 2, Hyannis, MA 02601-3778 • United States
Sagamore Beach, MA • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Braintree | MA | 11/1983 | 03/2020 |
| Ameriprise Financial Services, Llc | Kingston | MA | 03/2020 | Present |
Business Ownership; Southcoast Strategies LLC; Owner/CEO, financial advisor; LLC for support of financial advising practice; 431 Country Club Way, , Kingston, MA, 02364; Investment-Related; 12/01/2020; 0 hours per month; 0 during trading hours. Outside Employment; South Coast Strategies LLC; Owner; Manage advisory business; 431 Country Club Way, Suite 2, , Kingston, MA, 02364; Investment-Related; 01/01/2023; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-01-20 |
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