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Current Employers
Ameriprise Financial Services, Llc

901 3Rd Avenue South, Minneapolis, MN 55402 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2021-09-02
FL RA APPROVED 2021-05-27
  • TX RA
    APPROVED
    Since 2021-09-02
  • FL RA
    APPROVED
    Since 2021-05-27

Branch Locations

Sarasota, FL • United States

3100 Carlisle St 7108, Dallas, TX 75204 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Ameriprise Financial Services, Llc Clarence NY 06/2020 Present
N2 Dallas TX 01/2019 Present
Martinsen Financial Consultants Llc Clarence NY 12/2017 Present
Cutco Cutlery Olean NY 05/2013 12/2017
Keller Williams Realty Buffalo NY 01/2018 01/2019
Send Out Cards Salt Lake City UT 01/2017 12/2017
  • 06/2020 → Present
    Clarence, NY
  • 01/2019 → Present
    N2
    Dallas, TX
  • 12/2017 → Present
    Martinsen Financial Consultants Llc
    Clarence, NY
  • 05/2013 → 12/2017
    Cutco Cutlery
    Olean, NY
  • 01/2018 → 01/2019
    Keller Williams Realty
    Buffalo, NY
  • 01/2017 → 12/2017
    Send Out Cards
    Salt Lake City, UT
Other Businesses

Outside Employment; CUTCO; CUTCO Sales Professional; CUTCO Sales Professional, speak at real estate offices, help Realtors with their client gifting/closing gifts using CUTCO branded with their name on it; 3255 Carlisle St, #2534, Dallas, TX, 75204; Not Investment-Related; 04/01/2024; 20 to 39 hours per month; 10 to 19 during trading hours.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2021-03-30
  • S66 Uniform Combined State Law Examination
    2021-03-30

View on SEC IAPD

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