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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_RES | 2017-04-10 |
Branch Locations
2290 East Ave 3Rd Floor, Rochester, NY 14610-2567 • United States
24 West Avenue Ste 304, Spencerport, NY 14559 • United States
Webster, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 03/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Real Estate Ownership; Single Family; 303 Twenty first st, , St Augustine, FL, 32084; Not Investment-Related; 06/18/2024. Business Ownership; Cadence Associates, LLC, A New York limited liability company; Administrator/Member; Manage Ameriprise Business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 10/30/2023; 1 to 9 hours per month; 0 during trading hours / DSKJ Consulting; Owner; Manage Ameriprise Business; 532 Deer Haven Dr, , Webster, NY, 14580; Investment-Related; 02/15/2024; 1 to 9 hours per month; 0 during trading hours. Outside Employment; DSKJ Consulting; Owner; Manage advisory business; 532 Deer Haven Dr, , Webster, NY, 14580; Investment-Related; 02/15/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-24 |
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