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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2018-04-13 |
Branch Locations
1781 Highland Ave Ste 207, Cheshire, CT 06410 • United States
37 Broadway, North Haven, CT 06473 • United States
Southbury, CT • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Farmington | CT | 01/2010 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Farmington | CT | 11/2016 | 03/2018 |
| Ameriprise Financial Services Inc | Middlebury | CT | 03/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Cheshire | CT | 03/2020 | Present |
Outside Employment; Waterbury Sunday Republican; Commentator - Comment on issues affecting Medicaid population; ; Meadpw Street Waterbury CT, ,; Not Investment-Related; 10/01/2010; 1 to 9 hours per month; 0 during trading hours / Centurion Holdings LLC; Registered Team Member AFA; Manage advisory business; 1781 Highland Ave, suite 207, Cheshire, CT, 06410; Investment-Related; 01/01/2025; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-25 |
| S63 | Uniform Securities Agent State Law Examination | 1987-08-07 |
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