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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2021-03-26 |
Branch Locations
21 Fennell St Ste 2, Skaneateles, NY 13152 • United States
6711 Towpath Rd Ste 200, East Syracuse, NY 13057 • United States
Oswego, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Oswego | NY | 08/2008 | 03/2020 |
| Ameriprise Financial Services, Llc | East Syracuse | NY | 03/2020 | Present |
Outside Employment; Bryant & Stratton; Instructor - Instruct the NY Life/Accident pre-licensing class and Series 6, 7, 63 and 65.; Pre-licensing Instructor; 7805 Oswego Rd, , Liverpool, NY, 13090; Not Investment-Related; 03/03/2015; 20 to 39 hours per month; 0 during trading hours. Other Business Activities; The Jose Benjamin Jimenez Family Trust; I am a Trustee of my late father's Irrevocable Trust, along with my brother and sister. There is a real estate property located in Kissimmee, FL, which is managed by the Trust. Last year I collected $4,200 and expect to collect the same this year. My rents will be given to my mother to support her lifestyle or to my nephew, to support his college expenses.; 1504 Brookside Ave, , Kissimmee, FL, 34741; Not Investment-Related; 10/04/2020; 0 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-30 |
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