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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-03-17 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
800 Westchester Ave Ste 300, Rye Brook, NY 10573-1354 • United States
White Plains, NY • 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rye Brook | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Rye Brook | NY | 03/2020 | Present |
Business Ownership; RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 S River Rd, Suite 201, Bedford, NH, 03110; Investment-Related; 04/08/2010; 1 to 9 hours per month; 1 to 9 during trading hours / Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO Box 847, , Merrimack, NH, 03054; Not Investment-Related; 01/01/2025; 0 hours per month; 0 during trading hours. Board of Directors; Business Counsel of Westchester Foundation; Director; 300 Westchester Avenue, Ste S-310 Rye Brook, NY 10573, ,; ; 03/01/2018; 1 to 9 hours per month; 1 to 9 during trading hours / Westchester Parks Foundation; Board member; 155 Lafayette Avenue, Suite 101, , White Plains, NY, 10603; Not Investment-Related; 07/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; RPWM Partners, LLC; Co-owner; Manage advisory business; 262 S River Rd, Suite 201, Bedford , NH, 03110; Investment-Related; 08/01/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1988-12-30 |
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