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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 | 2020-07-08 |
Branch Locations
6622 Main St Ste 2, Williamsville, NY 14221 • United States
Amherst, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Williamsville | NY | 09/2005 | 03/2020 |
| Buffalo Wealth Partners | Williamsville | NY | 02/2005 | Present |
| Ameriprise Financial Services, Llc | Williamsville | NY | 03/2020 | Present |
Business Ownership; MDP 6622, LLC; Administrative duties; Entity is created to form a partnership among members.; 6622 Main St Suite 2, , Williamsville, NY, 14221; Not Investment-Related; 08/15/2018; 1 to 9 hours per month; 1 to 9 during trading hours / 6622 Main St LLC; Administrative Duties; Real Estate; 6622 Main St Suite 2, , Williamsville, NY, 14221; Not Investment-Related; 12/01/2020; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; 6622 Main St LLC; Member - Will be member on real estate entity which owns office used for financial advisory practice; ; 6622 Main St Suite 2, , Williamsville, NY, 14221; Not Investment-Related; 12/01/2020; 1 to 9 hours per month; 0 during trading hours / MDP 6622 LLC; Member - Administrative duties; ; 6622 Main St Suite 2, , Williamsville, NY, 14221; Investment-Related; 01/01/2020; 60 hours per month; 60 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-09-28 |
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