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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-07-03 |
| NY | RA | APPROVED | 2021-04-16 |
| NJ | RA | APPROVED | 2020-08-07 |
Branch Locations
324 S Wellwood Ave, Lindenhurst, NY 11757-4905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | Saint Louis | MO | 10/2009 | 08/2020 |
| Ameriprise Financial Services, Llc | Lake Success | NY | 08/2020 | Present |
Independent Insurance Brokering; American General/US Life; 11/11/2021; Term Life / Voya/Reliastar; 06/03/2022; / Americo; 06/27/2024; Fixed Annuity / North American; 07/12/2024; Universal Life. Business Ownership; 324 S Wellwood LLC; Co-owner; Real Estate; 324 S Wellwood AVE, , Lindenhurst, NY, 11757; Not Investment-Related; 02/03/2025; 1 to 9 hours per month; 0 during trading hours / HIROAM, LLC; managing expenses and operation of business; this is a legal entity recommended by my accountant to manage my business; 324 south wellwood ave, , lindenhurst, NY, 11757; Not Investment-Related; 01/13/2022; 1 to 9 hours per month; 0 during trading hours / MRDRNG LLC; Co-owner; Manage Ameriprise Business; 324 South Wellwood Ave, , Lindenhurst , NY, 11757; Investment-Related; 06/01/2024; 1 to 9 hours per month; 0 during trading hours / WWFG TAX LLC; Co-owner; Tax Preparation; 324 South Wellwood Ave, , Lindehurst, NY, 11757; Not Investment-Related; 03/02/2026; 10 to 19 hours per month; 0 during trading hours. Outside Employment; WWFG TAX LLC; Co-owner; Tax Preparation; 324 South Wellwood Ave, , Lindenhurst, NY, 11757; Not Investment-Related; 03/02/2026; 10 to 19 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-11-25 |
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