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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-05-03 |
| CT | RA | APPROVED | 2015-04-23 |
Branch Locations
437 Naubuc Ave Suite 105, Glastonbury, CT 06033 • United States
95 Glastonbury Blvd Ste 216, Glastonbury, CT 06033-4456 • United States
Marlborough, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hartford | CT | 03/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | Hartford | CT | 03/2020 | Present |
Real Estate Ownership; Commercial; 437 Naubuc Ave, suite 105, Glastonbury, CT, 06033; Not Investment-Related; 09/15/2025. Business Ownership; Abbey Road Holdings, LLC; Owner; Real Estate; 437 Naubuc Ave, suite 105, Glastonbury, CT, 06033; Not Investment-Related; 12/04/2024; 0 hours per month; 0 during trading hours / McMahon Wealth Management, LLC; Owner; Manage Ameriprise Business; 437 Naubuc Ave, suite 105, Glastonbury, CT, 06033; Investment-Related; 09/07/2011; 60 hours per month; 60 during trading hours. Board of Directors; THe Foundation of Possibilities; treasuer; 59 Lake Ridge Drive, , Marlborough, CT, 6447; Not Investment-Related; 10/01/2013; 1 to 9 hours per month; 0 during trading hours. Outside Employment; McMahon Wealth Management, LLC; Owner; Manage advisory business; 437 Naubuc Ave, suite 105, Glastonbury, CT, 06033; Investment-Related; 09/07/2011; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-18 |
| S63 | Uniform Securities Agent State Law Examination | 1995-04-03 |
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