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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-11-14 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2019-03-19 |
Branch Locations
4800 N Federal Hwy Ste D200, Boca Raton, FL 33431-3413 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Garden City | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Garden City | NY | 03/2020 | Present |
Independent Insurance Brokering; First Unum Life Insurance; 01/01/2000; / Guardian; 01/01/2000; / Met Life of Ct; 01/01/2000; / Oxford Health Insurance; 01/01/2000; / Principal Financial Group; 01/01/2000; Disability Income / Travelers; 01/01/2000; . Business Ownership; Suite Space, LLC; Manager; Operating Company to manage Real Estate Issues for Financial Planning Practice; 16900 Jericho Tpke Suite 201, Syosset, NY 11791-4499, ,; Not Investment-Related; 05/06/2009; 1 to 9 hours per month; 1 to 9 during trading hours / Plan On It, LLC; Member; Administrative Business Services provider; 100 Quentin Roosevelt Blvd. Suite 405 Garden City, NY 11530, ,; Not Investment-Related; 12/07/2007; 1 to 9 hours per month; 0 during trading hours. Board of Directors; The Safe Center Long Island; Board Member at Large; 15-9 Grumman Road W.Bethpage, NY 11714, , Bethpage, N/A, 11714; Not Investment-Related; 01/19/2012; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-24 |
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