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Current Employers
Ameriprise Financial Services, Llc

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-02-12
TX RA APPROVED_RES 2023-07-27
NY RA APPROVED 2022-01-06
  • FL RA
    APPROVED
    Since 2024-02-12
  • TX RA
    APPROVED_RES
    Since 2023-07-27
  • NY RA
    APPROVED
    Since 2022-01-06

Branch Locations

Naples, FL • United States

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

999 Vanderbilt Beach Rd Ste 101, Naples, FL 34108 • 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
Johnson & Wales University Providence RI 09/2014 05/2018
Grub Hub Providence RI 02/2017 05/2018
Bruderman Asset Management Suffern NY 06/2015 09/2017
Combined Insurance Newburgh NY 06/2018 09/2018
Bruderman Brothers, Llc Suffern NY 09/2018 01/2022
Bruderman Asset Management, Llc Suffern NY 09/2018 01/2022
Ameriprise Financial Services Llc White Plains NY 01/2022 Present
  • 09/2014 → 05/2018
    Johnson & Wales University
    Providence, RI
  • 02/2017 → 05/2018
    Grub Hub
    Providence, RI
  • 06/2015 → 09/2017
    Bruderman Asset Management
    Suffern, NY
  • 06/2018 → 09/2018
    Combined Insurance
    Newburgh, NY
  • 09/2018 → 01/2022
    Bruderman Brothers, Llc
    Suffern, NY
  • 09/2018 → 01/2022
    Bruderman Asset Management, Llc
    Suffern, NY
  • 01/2022 → Present
    White Plains, NY
Previous Registrations
  • 2021-05-25 → 2022-01-11
    Gary Goldberg Planning Services
    Locust Valley, NY
    Locust Valley, NY
    Locust Valley, NY
Other Businesses

Independent Insurance Brokering; American Nationional; 01/20/2019; Fixed Annuity.

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2020-08-06
  • S66 Uniform Combined State Law Examination
    2020-08-06
Other Names
  • Philip Kersting
  • Philip C Kersting
  • Philip Charles Kersting

View on SEC IAPD

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