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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 |
| TX | RA | APPROVED_RES | 2014-05-15 |
Branch Locations
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 • United States
Northport, 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. | Melville | NY | 03/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
| Shaklee | Northport | NY | 08/2024 | Present |
Outside Employment; Certainty of the Uncertainty, LLC; Employee of legal entity; Compensation received from an advisor owned entity established to manage the practice; 1174 Veterans Memorial Highway, , Hauppauge, NY, 11788; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours / Shaklee; consultant; Direct Sales in Wellness industry; 4747 Willow Road, , Pleasanton, CA, 94588; Not Investment-Related; 08/01/2024; 1 to 9 hours per month; 0 during trading hours / Rodan Fields; consultant; Skin care products; 30 Sheffield Lane Northport, NY 11768, , Northport, NY, 11768; Not Investment-Related; 08/20/2010; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2003-02-24 |
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