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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-17 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
3 Hemphill Pl Ste 110, Malta, NY 12020 • United States
6711 Towpath Rd Ste 200, East Syracuse, NY 13057 • United States
Skaneateles, NY • United States
1 Hemphill Pl Ste 104, Malta, NY 12020 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Vestal | NY | 05/2007 | 03/2020 |
| Ameriprise Financial Services, Llc | East Syracuse | NY | 03/2020 | Present |
Real Estate Ownership; Lot/Land; 0 Co Road 24, , Swain, NY, 14884; Not Investment-Related; 03/19/2021. Business Ownership; Strategic Concepts Group, LLC.; ; Holding company for financial planning practice; 1550 Vestal Parkway East, Suite B Vestal, NY 13850, ,; Not Investment-Related; 01/01/2016; 40 to 59 hours per month; 1 to 9 during trading hours. Outside Employment; Strategic Concepts Group, LLC; CFO - Managed finances of our Ameriprise practice which runs through our LLC due to our ownership structure. This is the ownership structure and operating entity of our practice.; ; 2108 Donna Drive, , Vestal, NY, 13850; Not Investment-Related; 01/01/2016; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-10 |
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