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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-09-16 |
Branch Locations
90 Merrick Ave Ste 403, East Meadow, NY 11554 • United States
Wantagh, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Adelphi University | Garden City | NY | 01/2018 | 05/2019 |
| One Goal Consulting | Garden City | NY | 01/2017 | 12/2020 |
| Adelphi University | Garden City | NY | 01/2017 | 01/2019 |
| Adelphi University | Garden City | NY | 01/2019 | 05/2019 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 06/2019 | 12/2020 |
| Northwestern Mutual Investment Services Llc | Garden City | NY | 08/2019 | 12/2020 |
| Student | Elmira | NY | 01/2000 | 01/2017 |
| Ameriprise Financial Services, Llc | East Meadow | NY | 12/2020 | Present |
Outside Employment; Royal Sporting Group, LLC; Associate Trainer - Coach practice sessions and games for youth Soccer teams.; ; 309 Westbury Avenue, , Carle Place, NY, 11514; Not Investment-Related; 08/14/2017; 20 to 39 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-08-31 |
| S63 | Uniform Securities Agent State Law Examination | 2020-06-26 |
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