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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 |
| NJ | RA | APPROVED | 2020-07-21 |
| TX | RA | APPROVED | 2020-07-17 |
Branch Locations
530 5Th Ave 10Th Floor, New York, NY 10036 • United States
East Setauket, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/2008 | 07/2020 |
| Bank Of America, N.A. | New York | NY | 07/2011 | 07/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 07/2020 | Present |
Board of Directors; Human Solidarity Project; No Title; 3839 80th Ave SE, , Mercer Island, WA, 98040; Not Investment-Related; 04/15/2024; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-25 |
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