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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-05-24 |
Branch Locations
77 Exchange St Ste 202, Bangor, ME 04401-6612 • United States
Glenburn, ME • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Bangor | ME | 08/2020 | Present |
| Lpl Financial | Bangor | ME | 03/2017 | 08/2020 |
| Learfield | Orono | ME | 06/2015 | 03/2017 |
Independent Insurance Brokering; Aetna; 09/22/2020; Health / Anthem Blue Cross and Blue Shield; 10/19/2021; Medicare Supplement / United HealthCare; 10/01/2020; Medicare Supplement / Mutual of Omaha; 11/06/2025; Medicare Supplement / Martin's Point Generations Advantage; 10/01/2020; Health. Business Ownership; MST Wealth Management, INC; Co-owner; Manage Ameriprise Business; 77 Exchange Street, Suite 202, Bangor, ME, 04401; Investment-Related; 01/01/2027; 60 hours per month; 60 during trading hours. Outside Employment; MST Wealth Management, INC; Co-owner; Manage advisory business; 77 Exchange Street, Suite 202, Bangor, ME, 04401; Investment-Related; 01/01/2027; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-04-01 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-30 |
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