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901 3Rd Avenue South, Minneapolis, MN 55402 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-12-06 |
| NY | RA | APPROVED | 2021-04-16 |
| TX | RA | APPROVED_RES | 2016-10-06 |
Branch Locations
401 Franklin Ave Ste 101 & Ste 103, Garden City, NY 11530 • United States
145 Pinelawn Rd Ste 340N, Melville, NY 11747-3241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Roslyn | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Garden City | NY | 03/2020 | Present |
Independent Insurance Brokering; Oxford; 09/26/2009; Group / Mutual of Omaha; 11/05/2024; Long Term Care. Board of Directors; Ronald McDonalad House of Long Island; board member; 267-07 76th Ave., , New Hyde Park, NY, 11040; Not Investment-Related; 06/30/2021; 1 to 9 hours per month; 1 to 9 during trading hours. Outside Employment; Trause Organization, Inc.; Owner; Manage advisory business; 39 Carley Ave, , Huntington, NY, 11743; Investment-Related; 10/01/2023; 60 hours per month; 40 to 59 during trading hours. Other Business Activities; Website and resturaunt reviews; We go around and review local resturaunt and post our reviews on our Website; 23 Schenck Ave. Apt #3be, , Great Neck, NY, 11021; Not Investment-Related; 04/08/2014; 1 to 9 hours per month; 0 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1993-10-16 |
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