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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-02 |
| NY | RA | APPROVED | 2021-04-16 |
Branch Locations
4476 Main St Ste 202, Amherst, NY 14226 • United States
Snyder, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Amherst | NY | 01/2016 | 03/2020 |
| Ameriprise Financial Services, Llc | Amherst | NY | 03/2020 | Present |
Outside Employment; Creative Management Consultants, LLC; Consultant; Manage advisory business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 10/01/2023; 10 to 19 hours per month; 10 to 19 during trading hours. Other Business Activities; Snyder Fire Dept; Volunteer Fireman; 4531 Main St Amherst, NY 14226, ,; ; 01/01/2011; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-08-22 |
| S63 | Uniform Securities Agent State Law Examination | 1992-08-14 |
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