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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-05-18
TX RA APPROVED 2024-03-01
  • FL RA
    APPROVED
    Since 2024-05-18
  • TX RA
    APPROVED
    Since 2024-03-01

Branch Locations

450 Lexington St Ste 202, Auburndale, MA 02466 • United States

Boca Raton, FL • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Auburndale MA 05/2023 Present
Simon Gray Realty Llc North Palm Beach FL 12/2021 05/2023
Jackson Hewitt Tax Services Oakland Park FL 12/2022 02/2023
Unemployed Boca Raton FL 05/2021 12/2022
Delray Yacht Cruises Delray Beach FL 01/2018 05/2021
Florida Atlantic University Boca Raton FL 08/2017 05/2021
Marina One Deerfield Beach FL 10/2019 10/2019
M-Dacs Llc Marlborough MA 06/2015 08/2019
S K Morrison Contracting Inc Berlin MA 06/2021 08/2021
Tahanto Regional Middle/High School Boylston MA 08/2010 06/2017
  • 05/2023 → Present
    Auburndale, MA
  • 12/2021 → 05/2023
    Simon Gray Realty Llc
    North Palm Beach, FL
  • 12/2022 → 02/2023
    Jackson Hewitt Tax Services
    Oakland Park, FL
  • 05/2021 → 12/2022
    Unemployed
    Boca Raton, FL
  • 01/2018 → 05/2021
    Delray Yacht Cruises
    Delray Beach, FL
  • 08/2017 → 05/2021
    Florida Atlantic University
    Boca Raton, FL
  • 10/2019 → 10/2019
    Marina One
    Deerfield Beach, FL
  • 06/2015 → 08/2019
    M-Dacs Llc
    Marlborough, MA
  • 06/2021 → 08/2021
    S K Morrison Contracting Inc
    Berlin, MA
  • 08/2010 → 06/2017
    Tahanto Regional Middle/High School
    Boylston, MA
Other Businesses

Outside Employment; QL Group LLC; Being paid through LLC for work done at Ameriprise.; Manage advisory business; 450 Lexington St, Suite 202, Auburndale, MA, 02466; Investment-Related; 05/15/2023; 60 hours per month; 60 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-09-18
  • S66 Uniform Combined State Law Examination
    2023-09-18
Other Names
  • Colton Valchuis
  • Colton James Valchuis

View on SEC IAPD

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