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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 | 2018-08-12 |
Branch Locations
777 Third Avenue 20Th Floor, New York, NY 10017-1401 • United States
New York, 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 |
|---|---|---|---|---|
| Axa Advisors, Llc | New York | NY | 08/2006 | 08/2018 |
| Ameriprise Financial Services Inc | New York | NY | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 03/2020 | Present |
Independent Insurance Brokering; United Healthcare; 01/01/2026; Health.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-10-12 |
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