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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 | 2021-02-28 |
Branch Locations
201 Moreland Rd Ste 2, Hauppauge, NY 11788 • United States
Westbury, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Staten Island | NY | 03/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
Independent Insurance Brokering; First United America; 12/01/2014; / Aetna Health; 08/01/2018; / Empire Blue/Cross; 01/01/2020; / Oxford Health; 10/30/2014; Group / United Healthcare; 12/31/2014; .
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2007-12-19 |
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