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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-07 |
| NY | RA | APPROVED | 2021-04-16 |
| GA | RA | APPROVED | 2017-11-22 |
| NJ | RA | APPROVED | 2015-02-13 |
Branch Locations
530 5Th Ave 10Th Floor, New York, NY 10036 • United States
North Caldwell, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | New York | NY | 02/2015 | 03/2020 |
| Ameriprise Financial Services, Llc | New York | NY | 03/2020 | Present |
Independent Insurance Brokering; Horizon Blue Cross Blue Shield of NJ; 06/01/1995; / Emblem; 06/01/1995; / Oscar; 01/01/2014; / Voya; 01/01/2012; / Anthem; 01/01/2010; / William Penn; 01/01/2010; / ShelterPoint; 01/01/2009; / Protective; 01/01/2013; / Empire; 06/01/1995; / SUn Life and Health; 08/14/2015; / United Healthcare; 06/01/1995; / CIGNA; 06/01/1995; / Aetna; 06/01/1995; / Guardian; 06/01/1995; / Lincoln; 06/01/1995; / MassMutual; 06/01/1995; / MetLife; 06/01/1995; / Oxford; 06/01/1995; / Sun Life of Canada; 08/14/2015; . Business Ownership; Paul Donas, LLC; ; Health Insurance and Employee Benefits (e.g. Dental); 41 Watchung Plaza, #207Montclair, NJ 07042, ,; Not Investment-Related; 06/01/1995; 10 to 19 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1991-03-15 |
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