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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2019-01-31 |
| NH | RA | APPROVED | 2019-01-30 |
Branch Locations
314 Middle St, Portsmouth, NH 03801 • United States
775 Us Route 1 Suite 2, York, ME 03909 • United States
24 Portland Rd, Kennebunk, ME 04043 • United States
Eliot, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portsmouth | NH | 05/2016 | 12/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 12/2018 |
| Ameriprise Financial Services, Inc. | Portsmouth | NH | 01/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Portsmouth | NH | 03/2020 | Present |
Real Estate Ownership; Single Family; 12 Nutting Street, Nashua, NH, ,; Not Investment-Related; 01/01/2004 / Single Family; 19 Gloucester Lane, Nashua, NH, ,; Not Investment-Related; 01/01/2003 / Single Family; 557 Sagamore Ave, Portsmouth, NH, ,; Not Investment-Related; 01/01/2004 / Single Family; 15 Picard Avenue, Dover, NH, ,; Not Investment-Related; 01/01/2012 / Single Family; 25 Atlantic Avenue, Dover, NH, ,; Not Investment-Related; 01/01/2013.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-13 |
| S65 | Uniform Investment Adviser Law Examination | 1995-12-08 |
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