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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 | 2015-05-06 |
Branch Locations
427 Bedford Rd Ste 110, Pleasantville, NY 10570 • United States
Yorktown Heights, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Pleasantville | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Pleasantville | NY | 03/2020 | Present |
Business Ownership; Endurance Operations Management LLC; Business consulting; Consulting; 427 Bedford Rd., , Pleasantville, NY, 10570; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Nachauer Partners; Co-owner; Manage Ameriprise Business; 427 Bedford Rd, Suite 110, Pleasantville, NY, 10570; Investment-Related; 09/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours / Hepowma Holdings LLC; Owner; Manage Ameriprise Business; 427 Bedford Rd, Suite 110, Pleasantville, NY, 10570; Investment-Related; 06/01/2026; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Endurance Operations Management LLC; Co-President - Day to day operations of the business; Manage HR, expense management, and accounting for financial advisory practice. Potential for leadership coaching.; 427 Bedford Rd., , Pleasantville, NY, 10598; Not Investment-Related; 01/01/2021; 1 to 9 hours per month; 1 to 9 during trading hours / Nachauer Partners; Co-owner; Manage advisory business; 427 Bedford Rd, Suite 110, Pleasantville, NY, 10570; Not Investment-Related; 09/01/2024; 1 to 9 hours per month; 1 to 9 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1992-02-06 |
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