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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-11 |
Branch Locations
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 • United States
Nesconset, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Melville | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
Real Estate Ownership; Single Family; 488 Uppersamsonville RoadOlive Bridge, NY, ,; Not Investment-Related; 09/01/2008 / Commercial; 3340 Veterans memorial HighwayBohemia, NY 11716, , Bohemia*, NY, 11716; Not Investment-Related; 09/01/2005 / Condominium - 3 bedroom; 395 South Crow Creek DriveCalabash, NC, , Calabash, NC, 28467; Not Investment-Related; 03/01/2007. Business Ownership; Monarch Consulting Group, LLC; ; Being utilized for tracking the Imagine Awards, an award program for the nonprofit sector; 3340 Veterans Memorial HighwayBohemia, NY 11716, ,; Not Investment-Related; 01/01/2009; 0 hours per month; 0 during trading hours / Cerini & Associates Consulting, LLC; ; Holding Company - Owns Monarch Valuation and 100% of Pipeline LLC. These are all non-operating entities; 3340 Veterans Memorial HighwayBohemia, NY 11716, ,; Not Investment-Related; 01/01/2003; 0 hours per month; 0 during trading hours / Monarch Management, LLC; ; This is a non-operating entity; 3340 Veterans Memorial HighwayBohemia, NY 11716, ,; Not Investment-Related; 01/01/2009; 0 hours per month; 0 during trading hours / 3340 Realty, LLC; ; Real Estate Holding Company; 3340 Veterans Memorial HighwayBohemia, NY 11716, ,; Not Investment-Related; 05/01/2005; 1 to 9 hours per month; 1 to 9 during trading hours / Cerini & Associates, LLP; ; Tax Preparation; 3340 Veterans Memorial Highway, Bohemia, NY 11716, ,; Not Investment-Related; 08/02/1993; 60 hours per month; 60 during trading hours. Fiduciary Activities. Board of Directors; Nonprofit Resource Hub; Treasurer; 3340 Veterans Memorial Hwy, , Bohemia, NY, 11716; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Cerini Family Foundation; President; 3340 Veterans Memorial Hwy, , Bohemia, NY, 11716; Not Investment-Related; 11/14/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Cerini & Associates, LLP; Managing Partner -; Tax Preparation; 3340 Veterans Memorial HighwayBohemia, NY 11716, ,; ; 08/02/1993; 60 hours per month; . Other Business Activities; Imagine Awards; Nonprofit organization developed to: 1) Shine a spotlight on best in class nonprofits and the sector as a whole 2) Foster collaboration between nonprofit organizations 3) Provide education and sharing of ideas within the nonprofit sector; 3340 Veterans Memorial Hwy, , Bohemia, NY, 11716; Not Investment-Related; 01/01/2002; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-12-18 |
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