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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-05-22 |
| FL | RA | APPROVED | 2025-01-02 |
| NH | RA | APPROVED | 2018-03-12 |
| ME | RA | APPROVED | 2016-06-10 |
Branch Locations
Two Portland Sq Ste 700, Portland, ME 04101 • United States
25 Chestnut St Ste 300N, Portsmouth, NH 03801-4064 • United States
Portsmouth, NH • United States
Tampa, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Portland | ME | 06/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Portsmouth | NH | 03/2020 | Present |
Independent Insurance Brokering; Northwestern Mutual; 03/24/1983; Disability Income / Brighthouse Insurance.; 01/01/1993; / Allianz; 10/01/1999; Long Term Care, Universal Life.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-10 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-10 |
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