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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-25 |
Branch Locations
113 Main St, Batavia, NY 14020 • United States
8770 Transit Rd Ste 4, East Amherst, NY 14051 • United States
90 Linden Oaks Ste 230, Rochester, NY 14625 • United States
Walworth, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Batavia | NY | 06/2020 | Present |
| National General Insurance | Williamsville | NY | 03/2019 | 06/2020 |
| Canisius College | Buffalo | NY | 08/2017 | 03/2019 |
| Dick's Sporting Goods | Victor | NY | 06/2019 | 08/2019 |
| Canisius College | Buffalo | NY | 01/2017 | 06/2017 |
| University Of Vermont | Burlington | VT | 08/2016 | 01/2017 |
Outside Employment; Council Rock Associates, LLC; AFA - Financial Advisor; Associate Advisor; 90 Linden Oaks, Suite 230, , Rochester, NY, 14625; Investment-Related; 08/25/2021; 60 hours per month; 60 during trading hours. Other Business Activities; Coaching; Working as an assistant coach for a local high school lacrosse team by helping run practices and coaching during games.; 1 Oakmount Ave, , Bloomfield, NY, 14469; Not Investment-Related; 03/17/2025; 40 to 59 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-04 |
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