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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 |
Branch Locations
488 Freedom Plains Rd., Freedom Executive Park Suite 105, Poughkeepsie, NY 12603 • United States
Pleasant Valley, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Poughkeepsie | NY | 07/2013 | 03/2020 |
| Ameriprise Financial Services, Llc | Poughkeepsie | NY | 03/2020 | Present |
Board of Directors; Dutchess County Regional Chamber of Commerce Board of Directors; Associate Board Member; One Civic Center Plaza, Suite 400, Poughkeepsie, NY, 12601; Not Investment-Related; 01/01/2025; 1 to 9 hours per month; 0 during trading hours / Hudson Valley Young Professional committe of the Dutchess County Regional Chamber of Commerce; Immediate Past Co-Chair; One Civic Center Plaza, Suite 400, , Poughkeepsie, NY, 12601; Not Investment-Related; 01/01/2026; 10 to 19 hours per month; 0 during trading hours / LaGrange Sunrise Rotary; Board Member; PO Box 317, , Lagrangeville, NY, 12540; Not Investment-Related; 01/01/2026; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-01-07 |
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