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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2026-05-01 |
| NY | RA | APPROVED | 2026-05-01 |
Branch Locations
133 Rue De Ville, Rochester, NY 14618 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Rochester | NY | 07/2021 | 04/2026 |
| East Irondequoit Csd | Rochester | NY | 09/1990 | 06/2021 |
| Steward Partners Global Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Rochester | NY | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Rochester | NY | 05/2026 | Present |
1) Name of Business: Stack Tax Service; City/State: Rochester, NY; Activity Type: Business Ownership; Position/Title: Business Owner/Member/Tax Preparer; Investment-related: No; Start Date: 01/31/1986; Hours per month devoted to this business: 60; Hours per month devoted to this business during trading hours: 60; Description of duties: Prepare tax returns. 2) Board of Directors; Irondequoit Public Library Foundation; Member; 1290 Titus Ave, , rochester, NY, 14617; Not Investment-Related; 03/06/2023; 1 to 9 hours per month; 0 during trading hours. 3) Name of Business: East Irondequoit CSD; City/State: Rochester, NY; Activity Type: Education; Positon/Title: Substitute Teacher; Investment-related: No; Start Date: 09/19/2022; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4: Description of duties: Oversee classroom and run the daily classwork and teachings while teacher is out. 4) Name of Business: CNMK Operational Support, LLC; City/State: Rochester, NY; Activity Type: Advisory Business; Position/Title: Advisor: Investment-related: No; Start Date: 07/01/2021; Hours per month devoted to this business: <4; Hours per month devoted to this business during trading hours: <4. Description of duties: Used to pay advisory fees and other payroll items due employee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1989-08-17 |
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