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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-09 |
Branch Locations
2290 East Ave 3Rd Floor, Rochester, NY 14610-2567 • United States
Rochester, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Esl Federal Credit Union | Rochester | NY | 02/2008 | 02/2017 |
| Lpl Financial Llc | Rochester | NY | 12/2011 | 08/2024 |
| Esl Investment Services, Llc | Rochester | NY | 06/2012 | 08/2024 |
| Ameriprise Financial Services Llc | Rochester | NY | 08/2024 | Present |
Independent Insurance Brokering; Mass Mutual; 10/18/2024; Fixed Annuity / SBLI; 10/18/2024; Fixed Annuity / National Integrity; 11/05/2024; Whole Life, Fixed Annuity. Board of Directors; RCN; Board Member; 941 South Ave, , Rochester, NY, 14620; Not Investment-Related; 07/08/2024; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Creative Management Consultants LLC; Financial Advisor; Manage advisory business; 2290 East Ave, , Rochester, NY, 14610; Investment-Related; 08/09/2024; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2012-05-17 |
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