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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 | 2021-01-20 |
Branch Locations
427 Bedford Rd Ste 110, Pleasantville, NY 10570 • United States
Brewster, NY • United States
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.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pleasantville | NY | 01/2003 | 03/2020 |
| Ameriprise Financial Services, Llc | Pleasantville | NY | 03/2020 | Present |
Business Ownership; Endurance Operations Management LLC; Business Consulting; Consulting; 427 Bedford Road Ste 110, , Pleasantville, NY, 10570; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Puente Sur Sports Management LLC; Co-owner; Consulting; 74 Garrity Blvd., , Brewster, NY, 10509; Not Investment-Related; 02/27/2019; 10 to 19 hours per month; 10 to 19 during trading hours / Malzak Management LLC; Owner; Manage Ameriprise Business; 427 Bedford Road, Ste 110, Pleasantville, NY, 10570; Not Investment-Related; 05/01/2026; 60 hours per month; 60 during trading hours. Board of Directors; Lutheran Social Services of NY; Board Member; 475 Riverside Drive Suite 1244 New York NY 10115, ,; ; 11/16/2017; 10 to 19 hours per month; 1 to 9 during trading hours. Outside Employment; Malzak Management LLC; Owner; Manage advisory business; 427 Bedford Road, Ste 110, Pleasantville, NY, 10570; Investment-Related; 05/01/2026; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-03-12 |
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