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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-21 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
800 Westchester Ave Ste 300, Rye Brook, NY 10573-1354 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Rye Brook | NY | 08/2015 | Present |
Business Ownership; Rise Tax Strategies, LLC; Co-owner; Tax Preparation; PO BOX 847, , Merrimack, NH, 03054; Not Investment-Related; 10/16/2025; 0 hours per month; 0 during trading hours / RPWM Partners, LLC; Co-owner; Manage Ameriprise Business; 262 S river rd, , bedford, NH, 03110; Investment-Related; 08/29/2025; 1 to 9 hours per month; 1 to 9 during trading hours. Board of Directors; Westchester Public/Private Partnership for Aging Services; Member of the Board; 9 S. First Avenue, 10th Floor, , Mt. Vernon, NY, 10550; Not Investment-Related; 09/01/2022; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-04-30 |
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