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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2021-02-17 |
Branch Locations
905 Roosevelt Hwy Ste 220, Colchester, VT 05446 • United States
Burlington, VT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Colchester | VT | 08/2017 | 03/2020 |
| Marsh | Burlington | VT | 09/2015 | 08/2017 |
| Ameriprise Financial Services, Llc | Colchester | VT | 03/2020 | Present |
Outside Employment; COOP, LLC; AFA; Manage advisory business; 905 Roosevelt Hwy, Suite 220, Colchester, VT, 05446; Investment-Related; 10/24/2025; 60 hours per month; 60 during trading hours / Greater Burlington YMCA; Employee leading indoor cycling classes.; Spin Instructor at YMCA.; 298 College Street, , Burlington, VT, 05401; Not Investment-Related; 09/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-06 |
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