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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-02 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
27 Collegeview Ave, Poughkeepsie, NY 12603 • United States
Rhinebeck, NY • United States
Lagrangeville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Poughkeepsie | NY | 01/2011 | 03/2020 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 03/2020 | Present |
Business Ownership; CJR Consulting LLC; Oversee company operations for recordkeeping purposes; Consulting; 124 Bowe Lane, , Lagrangeville, NY, 12540; Not Investment-Related; 11/01/2020; 1 to 9 hours per month; 0 during trading hours / KPJBMM Realty LLC; Manage tenants in commercial real estate property.; Company holds Commerical Rental Property; 27 Collegeview Ave, , Poughkeepsie, NY, 12603; Investment-Related; 06/24/2022; 1 to 9 hours per month; 0 during trading hours / Ocean-ish Views LLC; Co-owner; Real Estate; 37722 Balsa Street, , Ocean View, DE, 19970; Not Investment-Related; 07/25/2025; 0 hours per month; 0 during trading hours / 25 KPJBMM LLC; Co-owner; Real Estate; 25 Collegeview Ave, , Poughkeepsie, NY, 12603; Not Investment-Related; 03/27/2025; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2004-09-10 |
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