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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 | 2010-04-05 |
Branch Locations
800 Veterans Memorial Hwy Ste 100, Hauppauge, NY 11788-2948 • United States
Setauket, NY • United States
Mount Sinai, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Hauppauge | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
Real Estate Ownership; Single Family; 11980 Tulio Way, Unit 2405Fort Myers, FL 33912, ,; ; 02/01/2012. Business Ownership; Gold Coast Wealth Advisors LLC; ; Entity used to pay staff, office lease and other business related expenses; 800 Veterans Memorial HwySuite 100Hauppauge, NY 11788, ,; Not Investment-Related; 02/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-07 |
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