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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 | 2014-09-17 |
Branch Locations
27 Collegeview Ave, Poughkeepsie, NY 12603 • United States
Poughkeepsie, NY • United States
2 disclosure categories 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. | Wappinger Falls | NY | 08/2014 | 03/2020 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 0 traver Rd, , Pleasant Valley, NY, 12569; Not Investment-Related; 11/17/2022. Business Ownership; Meddaugh Real Estate LLC; record keeping for other holdings; record keeping pass through LLC; 19 Hornbeck ridge Poughkeepsie, Ny 12603, , Poughkeepsie, NY, 12603; Not Investment-Related; 09/23/2013; 1 to 9 hours per month; 0 during trading hours / KPJBMM Realty, LLC; real estate holding; Real Estate with tenants; 27 Collegeview, , Poughkeepsie, NY, 12603; Not Investment-Related; 08/11/2022; 1 to 9 hours per month; 1 to 9 during trading hours / meddaugh consulting llc; record keeping device; llc was established for record keeping purposes only.; 19 Hornbeck ridgePoughkeepsie ny 12603, , poughkeepsie, NY, 12603; Not Investment-Related; 07/17/2009; 1 to 9 hours per month; 0 during trading hours / 25KPJBMM LLC; Co-owner; Managing Investment Property; 25 Collegeview Ave, , Poughkeepsie, NY, 12603; Not Investment-Related; 04/10/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; CJR consulting; consulting; Entity from which I receive Consulting Income.; 27 Collegeview Ave, , Poughkeepsie, NY, 12603; Investment-Related; 10/02/2025; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; 1st Mortgage; I will hold a 1st mortgage as a bridge loan for a non client in order to purchase a primary residence with cash offer. The term will be one year with 10% interest only payments that will transpire after closing. The mortgage amount is $400,000.; 19 hornbeck ridge, , poughkeepsie, NY, 12603; Investment-Related; 05/31/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-09-04 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-24 |
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