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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-27 |
| NY | RA | APPROVED | 2026-03-17 |
Branch Locations
Williamstown, MA • United States
80 Wolf Rd First Floor, Albany, NY 12205-2608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Williamstown | MA | 09/2016 | Present |
| Rodan And Fields | San Francisco | CA | 04/2016 | 09/2021 |
| Williams College | Williamstown | MA | 09/2005 | 05/2017 |
| Overland Summer Adventures | Williamstown | MA | 05/2016 | 09/2016 |
Real Estate Ownership; Single Family; 781 Simonds Road, , Williamstown, MA, 01267; Not Investment-Related; 02/01/2024. Outside Employment; FFLIH, LLC; Paraplanner - Support Practice but I do not work on managing FFLIH, LLC; ; 80 Wolf Road; Suite 102, , Albany, NY, 12205; Not Investment-Related; 12/02/2019; 60 hours per month; 60 during trading hours / INetwork NY LLC; Consultant - may consult with Franchise Consulting Clients; Coaching/ Consulting; 80 Wolf Road, Suite 1, , Albany, NY, 12205; Investment-Related; 05/15/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-02 |
| S66 | Uniform Combined State Law Examination | 2022-03-02 |
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