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400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-01 |
| TX | RA | APPROVED | 2026-05-01 |
Branch Locations
Bloomingdale, NY • United States
133 Rue De Ville, Rochester, NY 14618 • United States
400 Atlantic Street Floor 10, Suite 1020, Stamford, CT 06901-3512 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Saranac Lake | NY | 10/2004 | 03/2020 |
| Ameriprise Financial Services, Llc | Saranac Lake | NY | 03/2020 | 04/2026 |
| Steward Partners Global Advisory, Llc | Bloomingdale | NY | 05/2026 | Present |
| Steward Partners Investment Advisory, Llc | Bloomingdale | NY | 05/2026 | Present |
| Steward Partners Investment Solutions, Llc | Bloomingdale | NY | 05/2026 | Present |
CNMK Operational Support, LLC; Associate Financial Advisor - Retirement planning, investing, and financial planning for clients; Investing, retirement and financial planning for clients.; 133 Rue De Ville, , Rochester, NY, 14620; Investment-Related; 08/16/2021; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-01-10 |
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