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Bryan Whipple Covert

Ameriprise Financial Services, LLC

Fishkill, NY

Goshen, NY

Chester, NY

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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
NY RA APPROVED 2021-10-20
  • NY RA
    APPROVED
    Since 2021-10-20

Branch Locations

300 Westage Business Ctr Dr Ste 370, Fishkill, NY 12524 • United States

25 Main St Ste 3-2, Goshen, NY 10924-2144 • United States

Chester, NY • 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
Bruderman Brothers Llc Suffern NY 12/2015 10/2021
Bruderman Asset Management Llc Suffern NY 12/2015 10/2021
Ameriprise Financial Services Llc Goshen NY 10/2021 Present
  • 12/2015 → 10/2021
    Bruderman Brothers Llc
    Suffern, NY
  • 12/2015 → 10/2021
    Bruderman Asset Management Llc
    Suffern, NY
  • 10/2021 → Present
    Ameriprise Financial Services Llc
    Goshen, NY
Previous Registrations
  • 2015-12-16 → 2021-10-28
    Gary Goldberg Planning Services
    Locust Valley, NY
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2016-03-04
S63 Uniform Securities Agent State Law Examination 2012-12-05
  • S65 Uniform Investment Adviser Law Examination
    2016-03-04
  • S63 Uniform Securities Agent State Law Examination
    2012-12-05

View on SEC IAPD

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