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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 | 2018-04-02 |
Branch Locations
1001 Franklin Ave Ste 302, Garden City, NY 11530 • United States
Syosset, 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 09/2001 | 04/2018 |
| Ameriprise Financial Services Inc | Mitchel Field | NY | 04/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Garden City | NY | 03/2020 | Present |
Board of Directors; The Sophia Vasalmos Foundation; Board Member; 120 A Wilshire BLVd, , Bretnwoood, NY, 11717; Not Investment-Related; 04/17/2023; 1 to 9 hours per month; 0 during trading hours. Fiduciary Activities. Outside Employment; John B. Levitt; Estate Law Attorney - Practice of Estate Law; ; 1 Beth Place, , Syosset, NY, 11791; Not Investment-Related; 11/15/2022; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Independent Movie Producer; producer of movie short and/or film movie or movie series.; 1 Beth PlaceSyosset NY 11979, ,; Not Investment-Related; 03/01/2019; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-15 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-05 |
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