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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-06-23 |
| CT | RA | APPROVED | 2022-02-17 |
| NY | RA | APPROVED | 2022-02-16 |
Branch Locations
41 W Putnam Ave, Greenwich, CT 06830 • United States
Mamaroneck, 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 |
|---|---|---|---|---|
| David Lerner Associates, Inc. | White Plains | NY | 11/2006 | 10/2021 |
| Ameriprise Financial Services Llc | Greenwich | CT | 10/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-19 |
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