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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-31 |
| NY | RA | APPROVED | 2026-03-20 |
Branch Locations
515 Madison Avenue 8Th Floor, New York, NY 10022-5596 • 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 |
|---|---|---|---|---|
| Capital One Financial Advisors | Melville | NY | 05/2013 | 07/2018 |
| Capital One Sharebuilder, Inc. | New York | NY | 01/2015 | 07/2018 |
| Sharebuilder 401K | Seattle | WA | 01/2015 | 07/2018 |
| Woodbury Financial Services, Inc. | New York | NY | 07/2018 | 01/2024 |
| Woodbury Financial Services, Inc. | New York | NY | 07/2018 | 01/2024 |
| Osaic Wealth, Inc. | New York | NY | 01/2024 | 03/2026 |
| Ameriprise Financial Services Llc | New York | NY | 03/2026 | Present |
Business Ownership; Gryphon Investing LLC; Owner; Manage Ameriprise Business; 584 main street, , staten island, NY, 10307; Investment-Related; 04/17/2018; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-20 |
| S66 | Uniform Combined State Law Examination | 2004-02-04 |
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