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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-08 |
| NY | RA | APPROVED | 2022-08-05 |
Branch Locations
6711 Towpath Rd Ste 200, East Syracuse, NY 13057 • United States
Oneida, NY • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Syracuse | NY | 10/2009 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Syracuse | NY | 11/2016 | 08/2022 |
| Ameriprise Financial Services | East Syracuse | NY | 08/2022 | 08/2022 |
| Ameriprise Financial Services, Llc | East Syracuse | NY | 03/2020 | 03/2020 |
| Ameriprise Financial Services, Llc. | East Syracuse | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-04 |
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