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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2019-09-27 |
| TX | RA | APPROVED | 2019-09-27 |
Branch Locations
324 S Wellwood Ave, Lindenhurst, NY 11757-4905 • United States
Lindenhurst, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Lindenhurst | NY | 12/2012 | 09/2019 |
| Ameriprise Financial Services, Inc | Lindenhurst | NY | 09/2019 | 03/2020 |
| Ameriprise Financial Services, Llc | Lindenhurst | NY | 03/2020 | Present |
Independent Insurance Brokering; Lincoln; 06/01/2016; Health / metlife; 08/01/2018; / united health care; 06/30/2017; / aetna; 06/30/2017; . Business Ownership; KJARP LLC; OWNER. MANAGE BUILDING EXPENSES; PASS THROUGH INCOME; 175 SOUTH WELLWOOD AVENUE, , LINDENHURST, NY, 11757; Not Investment-Related; 01/06/2016; 0 hours per month; 0 during trading hours / MRDRNG LLC; Co-owner; Manage Ameriprise Business; 175 S Wellwood Ave, , Lindenhurst, NY, 11757; Investment-Related; 04/25/2024; 1 to 9 hours per month; 0 during trading hours / DLRSNZ; Owner; Manage Ameriprise Business; 175 S WELLWIOOD AVE, , LINDENHURST, NY, 11757; Not Investment-Related; 01/27/2016; 1 to 9 hours per month; 0 during trading hours / 324 S Wellwood LLC; Co-owner; Real Estate; 324 S Wellwood Avenue, , Lindenhurst, NY, 11757; Not Investment-Related; 02/03/2025; 1 to 9 hours per month; 0 during trading hours / WWFG TAX LLC; Co-owner; Tax Preparation; 324 SOUTH WELLWOOD AVENE, , LINDENHURST, NY, 11757; Not Investment-Related; 03/02/2026; 10 to 19 hours per month; 0 during trading hours. Other Business Activities; ADULT EDUCATION; TEACH ADULT EDUCATION COURSE ON SOCIAL SECURTIY USING OUTSIDE VENDOR MATERIAL.. I ACCEPT NO COMPENSATION; 350 DANIEL STREET, , LINDENHURST, NY, 11757; Not Investment-Related; 03/10/2020; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-23 |
| S63 | Uniform Securities Agent State Law Examination | 1988-08-30 |
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