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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 |
Branch Locations
90 Linden Oaks Ste 230, Rochester, NY 14625 • United States
Penfield, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Business Ownership; pcw consulting; Owner; Manage Ameriprise Business; 1266, , penfield, NY, 14526; Investment-Related; 01/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours. Board of Directors; Oakwood Cemetary Board; Member; 1975 Baird Rd.Penfiled, NY 14526, , penfield **, NY, 14526; Not Investment-Related; 11/24/2014; 10 to 19 hours per month; 0 during trading hours. Outside Employment; Council Rock Associates LLC; consultant for the development of advisors and management of the business; Manage advisory business; 90 linden oaks, suite 230, Rochester NY, NY, 14625; Investment-Related; 01/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours / pcw consulting; Owner; Manage advisory business; 1266 whalen rd, , penfield, NY, 14526; Investment-Related; 01/01/2019; 40 to 59 hours per month; 40 to 59 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-02-23 |
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