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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 | 2017-11-28 |
| PA | RA | APPROVED | 2015-06-19 |
Branch Locations
3477 Corporate Pkwy Ste 140, Center Valley, PA 18104-8235 • United States
445 Broadhollow Rd Ste 317, Melville, NY 11747-3601 • United States
St James, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| A.C.C.A., Inc. | East Meadow | NY | 04/2002 | Present |
| Ameriprise Financial Services, Inc. | Melville | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Melville | NY | 03/2020 | Present |
Real Estate Ownership; Single Family; 88 Estates Drive, , Lake Harmony, PA, 18624; Investment-Related; 01/01/2020. Business Ownership; A.C.C.A.,Inc.; Owner/President - Manage Corporation; Practice Management; 445 Broadhollow Rd, Suite 317, Melville, NY, 11747; Not Investment-Related; 04/15/2002; 1 to 9 hours per month; 1 to 9 during trading hours / Albrecht & Associates, LLC; Owner; Manage Ameriprise Business; 445 Broadhollow Road , Suite 317, Melville, NY, 11747; Investment-Related; 05/15/2025; 1 to 9 hours per month; 0 during trading hours. Other Business Activities; Book Author; Author of book about generating income in retirement.; 9 Three Sisters Road, , St James, NY, 11780; Not Investment-Related; 06/01/2026; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-12-13 |
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