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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED_RES | 2025-05-16 |
Branch Locations
4722 Sunrise Hwy Ste E, Massapequa Park, NY 11762-2908 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invest Financial Corporation | Massapequa Park | NY | 10/2014 | 02/2018 |
| Lpl Financial Llc | Massapequa Park | NY | 02/2018 | 05/2025 |
| Ameriprise Financial Services Llc | Massapequa Park | NY | 05/2025 | Present |
Business Ownership; Montalvo Tax Inc.; Owner; Tax Preparation; 4722 Sunrise Highway, Suite E, Massapequa Park, NY, 11762; Not Investment-Related; 06/09/2025; 60 hours per month; 60 during trading hours. Outside Employment; Montalvo Tax Inc; Owner; Tax Preparation; 4722 Sunrise Highway, SUITE E, Melville, NY, 11762; Not Investment-Related; 06/09/2025; 60 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1999-08-18 |
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