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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-11-29 |
Branch Locations
366 North Broadway Suite 206, Jericho, NY 11753 • United States
375 N Broadway, Jericho, NY 11753 • United States
1174 Veterans Memorial Hwy, Hauppauge, NY 11788 • United States
Garden City, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Steven Shorr Cpa Pc | Glen Cove | NY | 05/2006 | Present |
| H.D. Vest Investment Services | Glen Cove | NY | 12/2006 | 07/2018 |
| Jubran,Shorr & Company | Jericho | NY | 01/2008 | Present |
| Ameriprise Financial Services Inc | Jericho | NY | 08/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Hauppauge | NY | 03/2020 | Present |
Business Ownership; Other; Tax Preparation (Dual consent and leader acknowledgement forms required); 375 North Broadway, Suite 311Jericho, NY 11753, , ** not provided **, N/A, 00000; Not Investment-Related; 05/01/2007; 60 hours per month; 60 during trading hours. Outside Employment; Outside Employment; The NFT Gaming Company Inc; Other; 101 Eisenhower Pkwy, Ste 300, , Roseland, NJ, 07068; Not Investment-Related; 02/01/2023; 20 to 39 during trading hours; 20 to 39 hours per month.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-11-29 |
| S66 | Uniform Combined State Law Examination | 2007-03-19 |
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