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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 |
| MO | RA | APPROVED | 2017-12-21 |
| IL | RA | APPROVED | 2017-12-19 |
| TX | RA | APPROVED_RES | 2008-10-14 |
Branch Locations
2024 W Henrietta Rd Ste 5D, Rochester, NY 14623-1360 • United States
Webster, 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 |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc. | Rochester | NY | 09/2005 | 03/2020 |
| Ameriprise Financial Services, Llc | Rochester | NY | 03/2020 | Present |
Real Estate Ownership; Commercial; 2024 W. Henrietta Rd., Ste. 5D, Rochester, New York, ,; ; 06/21/2011. Business Ownership; mpk associates; ; entity to hold building; 2024 West Henrietta road, rochester, ny 14623, ,; ; 07/01/2011; 1 to 9 hours per month; / CADENCE ASSOCIATES, LLC, A NEW YORK LIMITED LIABILITY COMPANY; Administrator/Member; Manage Ameriprise Business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 10/30/2023; 1 to 9 hours per month; 0 during trading hours / Cadence Boston Partners, LLC; Co-owner; Manage Ameriprise Business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 01/26/2026; 1 to 9 hours per month; 0 during trading hours / CBP Property Holdings, LLC; Co-owner; Real Estate; 350 Park St, Suite 103, North Reading, MA, 01864; Not Investment-Related; 07/27/2026; 1 to 9 hours per month; 0 during trading hours. Outside Employment; Creative Management Consultants, LLC; Consulting with an Ameriprise advisor financial advisory practice, providing support and guidance on practice operations and marketing; Manage advisory business; 2290 East Avenue, , Rochester, NY, 14610; Investment-Related; 01/03/2020; 40 to 59 hours per month; 20 to 39 during trading hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-17 |
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