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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-25 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
90 Linden Oaks Ste 230, Rochester, NY 14625 • United States
8 Denison Pkwy E Ste 405, Corning, NY 14830 • United States
Victor, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hunt Valley | MD | 03/2016 | 06/2017 |
| Lenovel Photograph | Webster | NY | 07/2017 | Present |
| Rocky Mountain Granite | Webster | NY | 08/2017 | 12/2017 |
| Ameriprise Financial Services, Inc. | Rochester | NY | 01/2018 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Outside Employment; Council Rock Associates LLC; NA - AFA; ; 90 Linden Oaks Suite 230, , Rochester, NY, 14625; Investment-Related; 02/08/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2016-06-03 |
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