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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-16 |
| TX | RA | APPROVED | 2022-11-28 |
Branch Locations
36 Washington St Ste 140, Wellesley, MA 02481-1900 • United States
Medford, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Wellesley | MA | 05/2017 | Present |
| Bentley University | Waltham | MA | 08/2014 | 12/2017 |
| Bath Savings Institution | Bath | ME | 05/2015 | 01/2017 |
Outside Employment; Array Services, LLC; I am being paid through an LLC for work done at Ameriprise.; Manage advisory business; 36 Washington Street, Suite 140, Wellesley, MA, 02481; Investment-Related; 05/22/2017; 60 hours per month; 60 during trading hours. Other Business Activities; Depop; Clothing resale app; 20 Saunders Street, , Medford, MA, 02155; Not Investment-Related; 05/16/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-05 |
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