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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-01-11 |
| CT | RA | APPROVED | 2015-10-20 |
Branch Locations
37 Broadway, North Haven, CT 06473 • United States
220 Nocatee Village Dr, Ponte Vedra, FL 32081 • United States
Saint Johns, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | North Haven | CT | 10/2015 | Present |
Business Ownership; Integrity Tax Solutions; Co-owner; Tax Preparation; 133 Gourd Island Way, , St. Johns, FL, 32259; Not Investment-Related; 02/01/2026; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Intuit Turbo Tax; The role is Tax specialist that provides preparation and e-filing service for an individual tax returns for 2024 on behalf of Intuit company for individual clients only.; Tax Preparation; 2550 Garcia Ave, , Mountain View, CA, 94043; Not Investment-Related; 02/21/2025; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-01-29 |
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