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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-01-21 |
Branch Locations
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623-1360 • United States
Rush, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank | Rochester | NY | 03/2016 | 09/2019 |
| Jpmorgan Chase Bank | Rochester | NY | 03/2016 | 09/2019 |
| Key Investment Services | Syracuse | NY | 10/2019 | 10/2020 |
| Keybank | Rochester | NY | 10/2019 | 10/2020 |
| Keybank | Rochester | NY | 10/2020 | 10/2020 |
| Key Investment Services | Syracuse | NY | 10/2020 | 10/2020 |
| Keybank | Rochester | NY | 10/2020 | 07/2021 |
| Key Investment Services | Syracuse | NY | 10/2020 | 01/2021 |
| Key Investment Services | Syracuse | NY | 01/2021 | 07/2021 |
| Key Investment Services | Syracuse | NY | 07/2021 | 01/2022 |
| Keybank | Rochester | NY | 07/2021 | 01/2022 |
| Ameriprise Financial Services Llc | Rochester | NY | 01/2022 | Present |
Board of Directors; ROC Cystic Fibrosis Awareness, Inc; President; 749 Fishell Rd, , Rush, NY, 14543; Not Investment-Related; 02/01/2022; 1 to 9 hours per month; 0 during trading hours. Outside Employment; John J McDonald III; I am an Asociate Financial Advisor of an Ameriprise franchise. I provide investment advice to my clients.; Manage advisory business; 2024 W HENRIETTA RD, Suite 5D, Rochester, NY, 14623; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-07-12 |
| S63 | Uniform Securities Agent State Law Examination | 2015-07-31 |
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