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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-22 |
Branch Locations
8 Lowell Rd, West Hartford, CT 06119 • United States
Cincinnati, OH • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Colony Group, Llc | Boston | MA | 07/2023 | 03/2024 |
| Wellington Management | Boston | MA | 01/2022 | 07/2022 |
| Bondcliff Partners | Boston | MA | 09/2021 | 12/2021 |
| Warburg Pincus Llc | New York | NY | 07/2020 | 12/2020 |
| Ralph Lauren | Boston | MA | 01/2020 | 03/2020 |
| Peak Systems | Boston | MA | 09/2019 | 12/2019 |
| Crc Reeves Golf Course | Cincinnati | OH | 03/2018 | 06/2020 |
| Ebay | Cincinnati | OH | 05/2019 | 08/2019 |
| Kenwood Country Club | Cincinnati | OH | 04/2016 | 09/2017 |
| St. Xavier High School | Cincinnati | OH | 08/2014 | 05/2018 |
| Northeastern University | Boston | MA | 09/2018 | 05/2023 |
| Ubs Financial Services Inc. | Cincinnati | OH | 12/2024 | 05/2026 |
| Unemployed | Boston | MA | 04/2024 | 12/2024 |
| Unemployed, Full-Time Student | Boston | MA | 01/2021 | 08/2021 |
| Unemployed, Full-Time Student | Boston | MA | 08/2022 | 06/2023 |
| Ameriprise Financial Services, Llc | Cincinnati | OH | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-01-27 |
| S65 | Uniform Investment Adviser Law Examination | 2023-11-02 |
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