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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-06-14 |
| NJ | RA | APPROVED | 2019-05-31 |
Branch Locations
141 W Front St Ste 140, Red Bank, NJ 07701 • United States
Manasquan, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Manasquan | NJ | 01/2009 | 05/2019 |
| Ameriprise Financial Services Inc | Red Bank | NJ | 05/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Red Bank | NJ | 03/2020 | Present |
Independent Insurance Brokering; Lincoln Insurance; 09/27/2019; Term Life / Penn Mutual; 10/14/2019; / Mass Mutual; 10/14/2019; . Outside Employment; The Atlantic Club; Floor Staff - Check in and interact with members. Assist with questions.; ; 1904 Atlantic Avenue, , Manasquan, NJ, 8736; Not Investment-Related; 10/17/2022; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; Room Rental; Rent out spare studio at home residence via AirBnB; 1112 Jefferson AvenueManasquan, NJ 08736, ,; Not Investment-Related; 06/21/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1999-08-27 |
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