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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-04-16
  • NY RA
    APPROVED
    Since 2021-04-16

Branch Locations

200 Broadhollow Rd Ste 302, Melville, NY 11747 • United States

Hauppauge, NY • United States

Disclosures

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.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint Yes
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors Llc Woodbury NY 05/2009 09/2016
Wells Fargo Advisors Financial Network, Llc Melville NY 09/2016 03/2017
Ameriprise Financial Services Inc Melville NY 03/2017 03/2020
Ameriprise Financial Services, Llc Melville NY 03/2020 Present
  • 05/2009 → 09/2016
    Wells Fargo Advisors Llc
    Woodbury, NY
  • 09/2016 → 03/2017
    Wells Fargo Advisors Financial Network, Llc
    Melville, NY
  • 03/2017 → 03/2020
    Ameriprise Financial Services Inc
    Melville, NY
  • 03/2020 → Present
    Melville, NY
Other Businesses

Business Ownership; AJK MGMT; Owner; Real Estate; 412 Hoffman Lane, , Hauppauge, NY, 11788; Not Investment-Related; 03/12/2026; 1 to 9 hours per month; 0 during trading hours.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 1998-05-26
S63 Uniform Securities Agent State Law Examination 1998-05-08
  • S65 Uniform Investment Adviser Law Examination
    1998-05-26
  • S63 Uniform Securities Agent State Law Examination
    1998-05-08
Other Names
  • Amy Jennifer Weiner
  • Amy J Boyle
  • Amy Jennifer Boyle

View on SEC IAPD

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