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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-09-15 |
Branch Locations
90 Linden Oaks Ste 230, Rochester, NY 14625 • United States
113 Main St, Batavia, NY 14020 • United States
8770 Transit Rd Ste 4, East Amherst, NY 14051 • United States
Bliss, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Llc | Rochester | NY | 06/2022 | Present |
| Manufacturers And Traders Trust Company | Perry | NY | 10/2020 | 06/2021 |
| Rochester Wealth Management Group, Llc | Rochester | NY | 05/2020 | 08/2020 |
| Getterr Done Construction | Bliss | NY | 06/2020 | 10/2020 |
| Finger Lakes Community College | Canandaigua | NY | 08/2017 | 12/2018 |
| Suny Alfred State College | Alfred | NY | 01/2019 | 08/2020 |
| Yogi Bear's Jellystone Park Camp-Resorts | Java | NY | 06/2015 | 06/2018 |
| Genesee County Highway Department | Batavia | NY | 06/2018 | 08/2018 |
| Suny Alfred State College | Alfred | NY | 01/2019 | 03/2020 |
| Wyoming County Chiropractic | Warsaw | NY | 07/2021 | 01/2024 |
| Letchworth Central School | Gainesville | NY | 09/2004 | 06/2017 |
Outside Employment; Volt; Assisting in Coaching a 14U Volleyball Team; Assistant Travel Volleyball Coach; 33 Watkins Ave, , Perry, NY, 14530; Not Investment-Related; 01/01/2024; 10 to 19 hours per month; 0 during trading hours / Council Rock Associates LLC; I'm a client facing associate financial advisor for Council Rock Associates LLC who is franchised with Ameriprise.; Manage advisory business; 90 Linden Oaks, , Rochester, NY, 14625; Investment-Related; 11/01/2023; 60 hours per month; 60 during trading hours. Other Business Activities; Getterr Done Construction-Michael Fox; Authorized Signer on bank checking/saving account(s) for parents' family business. No other reasonability or involvement.; 6125 NY 362, , Bliss, NY, 14024; Investment-Related; 04/08/2024; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-11 |
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