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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2022-06-13 |
Branch Locations
35 Village Rd Ste 500, Middleton, MA 01949 • United States
60 State St, Suite 2100, Boston, MA 02109 • United States
Lynnfield, MA • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Commonwealth Financial Network | Waltham | MA | 10/2009 | 06/2022 |
| Praesidium Wealth Management | Danvers | MA | 10/2009 | 06/2022 |
| Ameriprise Financial Services | Boston | MA | 06/2022 | 06/2022 |
| Ameriprise Financial Services, Llc | Boston | MA | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | Boston | MA | 06/2022 | Present |
Other Business Activities; Fourteen-Mile Open Water Swim; Fund raising event for, The Greater Boston Food Bank and StrongerKids.org. The event is scheduled for September 4th 2026.; 38 Pillings Pond Road, , Lynnfield, MA, 01940; Not Investment-Related; 06/12/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-08 |
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